Mission Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Mission Wealth Management’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	$956K	Buy	3,493 +22	+0.6%	+$5.84K	0.01%	494
2026 Q1	$820K	Hold	3,471	–	–	0.02%	365
2025 Q4	$872K	Hold	3,471	–	–	0.02%	362
2025 Q3	$847K	Hold	3,471	–	–	0.02%	369
2025 Q2	$781K	Buy	+3,471	New	+$718K	0.02%	370

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

Mission Wealth Management's MGC Position: Q2 2026 in Review

Mission Wealth Management increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.63% in Q2 2026, buying an estimated $5.84K and bringing the position to 3,493 shares worth $956K. The position accounts for 0.01% of the portfolio, ranked #494.

Mission Wealth Management first reported a position in MGC in Q2 2025 and has held it in 5 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Mission Wealth Management held 3,493 shares of Vanguard Morningstar Mega Cap ETF worth $956K as of Q2 2026.
Mission Wealth Management bought 22 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $5.84K.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #494 holding.
Mission Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2025 and has held it in 5 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.