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

Modern 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	$205K	Sell	751 -134	-15%	-$35.6K	﹤0.01%	1029
2026 Q1	$211K	Buy	885 +1	+0.1%	+$248	﹤0.01%	825
2025 Q4	$222K	Sell	884 -7	-0.8%	-$1.74K	﹤0.01%	782
2025 Q3	$218K	Sell	891 -29	-3%	-$6.78K	﹤0.01%	744
2025 Q2	$207K	Sell	920 -119	-11%	-$24.6K	0.01%	734
2025 Q1	$209K	Buy	1,039 +5	+0.5%	+$1.06K	0.01%	634
2024 Q4	$220K	Sell	1,034 -429	-29%	-$91.2K	0.01%	538
2024 Q3	$302K	Sell	1,463 -25	-2%	-$4.99K	0.02%	342
2024 Q2	$294K	Buy	1,488 +141	+10%	+$26.5K	0.02%	315
2024 Q1	$252K	Buy	+1,347	New	+$240K	0.02%	266

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

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

Modern Wealth Management reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 15% in Q2 2026, selling an estimated $35.6K and leaving 751 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Modern Wealth Management first reported a position in MGC in Q1 2024 and has held it in 10 quarters since. The position peaked at $302K in Q3 2024. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Modern Wealth Management held 751 shares of Vanguard Morningstar Mega Cap ETF worth $205K as of Q2 2026.
Modern Wealth Management sold 134 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $35.6K.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1029 holding.
Modern Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2024 and has held it in 10 quarters since.
Modern Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $302K in Q3 2024.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

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