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 Q2	$275K	Sell	1,005 -950	-49%	-$252K	0.09%	199
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 $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

Medallion Wealth Advisors's MGC Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 49% in Q2 2026, selling an estimated $252K and leaving 1,005 shares worth $275K. The position accounts for 0.09% of the portfolio, ranked #199.

Medallion Wealth Advisors first reported a position in MGC in Q4 2024 and has held it in 7 quarters since. The position peaked at $491K in Q4 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Medallion Wealth Advisors held 1,005 shares of Vanguard Morningstar Mega Cap ETF worth $275K as of Q2 2026.
Medallion Wealth Advisors sold 950 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $252K.
Vanguard Morningstar Mega Cap ETF made up 0.09% of Medallion Wealth Advisors's portfolio in Q2 2026, its #199 holding.
Medallion Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $491K in Q4 2025.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.