McAdam LLC
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McAdam LLC’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

McAdam LLC’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 		$303K Buy
1,072
+1
+0.1% +$279 0.01% 387
2026
Q2 		$293K Sell
1,071
-632
-37% -$168K 0.01% 384
2026
Q1 		$402K Sell
1,703
-165
-9% -$40.9K 0.02% 278
2025
Q4 		$469K Sell
1,868
-104
-5% -$25.9K 0.02% 245
2025
Q3 		$481K Sell
1,972
-5
-0.3% -$1.17K 0.02% 222
2025
Q2 		$445K Sell
1,977
-170
-8% -$35.2K 0.02% 223
2025
Q1 		$432K Sell
2,147
-2,834
-57% -$604K 0.03% 208
2024
Q4 		$1.06M Sell
4,981
-128
-3% -$27.2K 0.06% 132
2024
Q3 		$1.06M Sell
5,109
-593
-10% -$118K 0.06% 127
2024
Q2 		$1.13M Sell
5,702
-55
-1% -$10.3K 0.07% 112
2024
Q1 		$1.08M Buy
5,757
+185
+3% +$33K 0.07% 111
2023
Q4 		$943K Sell
5,572
-88
-2% -$14K 0.07% 117
2023
Q3 		$860K Sell
5,660
-49
-0.9% -$7.72K 0.07% 119
2023
Q2 		$893K Sell
5,709
-104
-2% -$15.4K 0.07% 117
2023
Q1 		$832K Sell
5,813
-1,082
-16% -$150K 0.07% 121
2022
Q4 		$1.16M Buy
6,895
+1,006
+17% +$134K 0.11% 71
2022
Q3 		$735K Sell
5,889
-14
-0.2% -$1.94K 0.08% 110
2022
Q2 		$778K Sell
5,903
-481
-8% -$68.9K 0.08% 109
2022
Q1 		$1.02M Sell
6,384
-511
-7% -$80.2K 0.1% 82
2021
Q4 		$1.16M Sell
6,895
-187
-3% -$30.5K 0.11% 71
2021
Q3 		$1.08M Sell
7,082
-34
-0.5% -$5.34K 0.12% 70
2021
Q2 		$1.12M Sell
7,116
-98
-1% -$14.5K 0.13% 68
2021
Q1 		$1.01M Buy
7,214
+16
+0.2% +$2.19K 0.14% 64
2020
Q4 		$970K Sell
7,198
-4,513
-39% -$571K 0.15% 65
2020
Q3 		$1.4M Sell
11,711
-243
-2% -$28.7K 0.27% 45
2020
Q2 		$1.31M Buy
11,954
+8,732
+271% +$903K 0.28% 44
2020
Q1 		$293K Buy
+3,222
New +$344K 0.08% 74
2018
Q4 		– Sell
-1
Closed – – 402
2018
Q3 		$0 Buy
+1
New +$98 ﹤0.01% 707

Other funds holding MGC

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Black Diamond Financial
Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $368M AUM 19.83% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

McAdam LLC's MGC Position: Q3 2026 in Review

McAdam LLC increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.09% in Q3 2026, buying an estimated $279 and bringing the position to 1,072 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #387.

McAdam LLC first reported a position in MGC in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.4M in Q3 2020. 189 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

  • McAdam LLC held 1,072 shares of Vanguard Morningstar Mega Cap ETF worth $303K as of Q3 2026.
  • McAdam LLC bought 1 Vanguard Morningstar Mega Cap ETF share in Q3 2026, an estimated $279.
  • Vanguard Morningstar Mega Cap ETF made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #387 holding.
  • McAdam LLC first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2018 and has held it in 28 quarters since.
  • McAdam LLC's Vanguard Morningstar Mega Cap ETF position peaked at $1.4M in Q3 2020.
  • 189 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.