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

Meridian 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	$681K	Hold	2,488	–	–	0.08%	131
2026 Q1	$588K	Hold	2,488	–	–	0.08%	129
2025 Q4	$625K	Hold	2,488	–	–	0.09%	120
2025 Q3	$607K	Hold	2,488	–	–	0.09%	115
2025 Q2	$560K	Hold	2,488	–	–	0.09%	114
2025 Q1	$501K	Hold	2,488	–	–	0.09%	110
2024 Q4	$529K	Hold	2,488	–	–	0.09%	115
2024 Q3	$514K	Hold	2,488	–	–	0.09%	116
2024 Q2	$491K	Hold	2,488	–	–	0.09%	114
2024 Q1	$465K	Hold	2,488	–	–	0.09%	114
2023 Q4	$421K	Hold	2,488	–	–	0.09%	121
2023 Q3	$378K	Hold	2,488	–	–	0.09%	121
2023 Q2	$389K	Hold	2,488	–	–	0.09%	127
2023 Q1	$356K	Hold	2,488	–	–	0.09%	132
2022 Q4	$329K	Hold	2,488	–	–	0.08%	145
2022 Q3	$311K	Hold	2,488	–	–	0.09%	144
2022 Q2	$328K	Hold	2,488	–	–	0.09%	147
2022 Q1	$396K	Hold	2,488	–	–	0.09%	143
2021 Q4	$418K	Hold	2,488	–	–	0.1%	132
2021 Q3	$379K	Hold	2,488	–	–	0.11%	137
2021 Q2	$379K	Hold	2,488	–	–	0.11%	139
2021 Q1	$349K	Hold	2,488	–	–	0.12%	131
2020 Q4	$332K	Hold	2,488	–	–	0.12%	129
2020 Q3	$298K	Hold	2,488	–	–	0.13%	128
2020 Q2	$272K	Hold	2,488	–	–	0.13%	129
2020 Q1	$226K	Hold	2,488	–	–	0.12%	123
2019 Q4	$278K	Hold	2,488	–	–	0.11%	132
2019 Q3	$257K	Hold	2,488	–	–	0.11%	131
2019 Q2	$252K	Hold	2,488	–	–	0.18%	107
2019 Q1	$243K	Hold	2,488	–	–	0.18%	105
2018 Q4	$216K	Buy	+2,488	New	+$233K	0.17%	114

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

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

Meridian Wealth Advisors held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 2,488 shares worth $681K. The position accounts for 0.08% of the portfolio, ranked #131.

Meridian Wealth Advisors first reported a position in MGC in Q4 2018 and has held it in 31 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Meridian Wealth Advisors held 2,488 shares of Vanguard Morningstar Mega Cap ETF worth $681K as of Q2 2026.
Meridian Wealth Advisors left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.08% of Meridian Wealth Advisors's portfolio in Q2 2026, its #131 holding.
Meridian Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2018 and has held it in 31 quarters since.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

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