MWM
MGC icon

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

Mosley 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 		$13.8M Buy
50,608
+48,082
+1,903% +$12.8M 4.41% 3
2026
Q1 		$617K Sell
2,526
-619
-20% -$154K 0.28% 74
2025
Q4 		$776K Buy
+3,145
New +$782K 0.36% 66

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Mosley Wealth Management increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1,903% in Q2 2026, buying an estimated $12.8M and bringing the position to 50,608 shares worth $13.8M. The position accounts for 4.41% of the portfolio, ranked #3.

Mosley Wealth Management first reported a position in MGC in Q4 2025 and has held it in 3 quarters since. 328 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Mosley Wealth Management held 50,608 shares of Vanguard Morningstar Mega Cap ETF worth $13.8M as of Q2 2026.
  • Mosley Wealth Management bought 48,082 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $12.8M.
  • Vanguard Morningstar Mega Cap ETF made up 4.41% of Mosley Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Mosley Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 328 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.