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

Monument Group 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	$456K	Hold	1,666	–	–	0.22%	22
2026 Q1	$394K	Hold	1,666	–	–	0.22%	22
2025 Q4	$419K	Buy	1,666 +8	+0.5%	+$1.99K	0.23%	25
2025 Q3	$405K	Buy	1,658 +4	+0.2%	+$936	0.24%	22
2025 Q2	$372K	Hold	1,654	–	–	0.23%	29
2025 Q1	$333K	Hold	1,654	–	–	0.23%	31
2024 Q4	$352K	Buy	1,654 +5	+0.3%	+$1.06K	0.25%	29
2024 Q3	$341K	Buy	1,649 +9	+0.5%	+$1.8K	0.2%	31
2024 Q2	$323K	Hold	1,640	–	–	0.22%	32
2024 Q1	$306K	Buy	1,640 +6	+0.4%	+$1.07K	0.23%	36
2023 Q4	$277K	Buy	+1,634	New	+$260K	0.24%	33

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

Monument Group Wealth Advisors's MGC Position: Q2 2026 in Review

Monument Group Wealth Advisors held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 1,666 shares worth $456K. The position accounts for 0.22% of the portfolio, ranked #22.

Monument Group Wealth Advisors first reported a position in MGC in Q4 2023 and has held it in 11 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Monument Group Wealth Advisors held 1,666 shares of Vanguard Morningstar Mega Cap ETF worth $456K as of Q2 2026.
Monument Group Wealth Advisors left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.22% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Monument Group Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and has held it in 11 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.