Medallion Wealth Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Medallion Wealth Advisors’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 Q1	$462K	Hold	1,955	–	–	0.15%	135
2025 Q4	$491K	Hold	1,955	–	–	0.17%	129
2025 Q3	$477K	Hold	1,955	–	–	0.17%	130
2025 Q2	$439K	Hold	1,955	–	–	0.17%	130
2025 Q1	$395K	Buy	1,955 +245	+14%	+$52.2K	0.18%	122
2024 Q4	$353K	Buy	+1,710	New	+$363K	0.17%	126

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LIM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Medallion Wealth Advisors's MGC Position: Q1 2026 in Review

Medallion Wealth Advisors held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q1 2026 at 1,955 shares worth $462K. The position accounts for 0.15% of the portfolio, ranked #135.

Medallion Wealth Advisors first reported a position in MGC in Q4 2024 and has held it in 6 quarters since. The position peaked at $491K in Q4 2025. 506 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Medallion Wealth Advisors held 1,955 shares of Vanguard Morningstar Mega Cap ETF worth $462K as of Q1 2026.
Medallion Wealth Advisors left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mega Cap ETF made up 0.15% of Medallion Wealth Advisors's portfolio in Q1 2026, its #135 holding.
Medallion Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $491K in Q4 2025.
506 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.