Mather Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Mather Group’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.46M	Sell	5,177 -80	-2%	-$22.3K	0.01%	305
2026 Q2	$1.44M	Hold	5,257	–	–	0.01%	318
2026 Q1	$1.24M	Hold	5,257	–	–	0.01%	297
2025 Q4	$1.32M	Sell	5,257 -4	-0.1%	-$994	0.01%	248
2025 Q3	$1.28M	Sell	5,261 -14	-0.3%	-$3.27K	0.01%	248
2025 Q2	$1.19M	Sell	5,275 -9	-0.2%	-$1.86K	0.01%	247
2025 Q1	$1.06M	Sell	5,284 -565	-10%	-$120K	0.01%	248
2024 Q4	$1.24M	Hold	5,849	–	–	0.02%	216
2024 Q3	$1.21M	Sell	5,849 -1,145	-16%	-$228K	0.02%	219
2024 Q2	$1.31M	Buy	6,994 +263	+4%	+$49.5K	0.02%	229
2024 Q1	$1.14M	Hold	6,731	–	–	0.02%	207
2023 Q4	$1.14M	Sell	6,731 -241	-3%	-$38.3K	0.02%	213
2023 Q3	$1.06M	Sell	6,972 -326	-4%	-$51.3K	0.02%	207
2023 Q2	$1.14M	Hold	7,298	–	–	0.02%	209
2023 Q1	$1.04M	Buy	7,298 +107	+1%	+$14.8K	0.02%	208
2022 Q4	$952K	Sell	7,191 -5,944	-45%	-$794K	0.02%	214
2022 Q3	$1.64M	Sell	13,135 -3,693	-22%	-$513K	0.04%	148
2022 Q2	$2.22M	Buy	+16,828	New	+$2.41M	0.05%	119
2022 Q1	–	Sell	-10,512	Closed	-$1.77M	–	462
2021 Q4	$1.77M	Buy	+10,512	New	+$1.71M	0.03%	103

Other funds holding MGC

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

SWL

STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Mather Group's MGC Position: Q3 2026 in Review

Mather Group reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1.5% in Q3 2026, selling an estimated $22.3K and leaving 5,177 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #305.

Mather Group first reported a position in MGC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.22M in Q2 2022. 109 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

Mather Group held 5,177 shares of Vanguard Morningstar Mega Cap ETF worth $1.46M as of Q3 2026.
Mather Group sold 80 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $22.3K.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #305 holding.
Mather Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2021 and has held it in 19 quarters since.
Mather Group's Vanguard Morningstar Mega Cap ETF position peaked at $2.22M in Q2 2022.
109 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.