Measured Wealth Private Client Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Measured Wealth Private Client 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 Q2	$2.85K	Hold	10	–	–	﹤0.01%	636
2026 Q1	$2.46K	Sell	10 -13	-57%	-$3.23K	﹤0.01%	635
2025 Q4	$5.87K	Buy	23 +13	+130%	+$3.23K	﹤0.01%	595
2025 Q3	$2.52K	Buy	+10	New	+$2.34K	﹤0.01%	632
2018 Q4	–	Sell	-303	Closed	-$30K	–	459
2018 Q3	$30K	Buy	+303	New	+$29.8K	0.02%	453

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Measured Wealth Private Client Group's MGC Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 10 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Measured Wealth Private Client Group first reported a position in MGC in Q3 2018 and has held it in 5 quarters since. The position peaked at $30K in Q3 2018. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Measured Wealth Private Client Group held 10 shares of Vanguard Morningstar Mega Cap ETF worth $2.85K as of Q2 2026.
Measured Wealth Private Client Group left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #636 holding.
Measured Wealth Private Client Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2018 and has held it in 5 quarters since.
Measured Wealth Private Client Group's Vanguard Morningstar Mega Cap ETF position peaked at $30K in Q3 2018.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.