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 Q3	$1.29M	Sell	4,542 -46,066	-91%	-$12.8M	0.38%	50
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

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Mosley Wealth Management's MGC Position: Q3 2026 in Review

Mosley Wealth Management reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 91% in Q3 2026, selling an estimated $12.8M and leaving 4,542 shares worth $1.29M. The position accounts for 0.38% of the portfolio, ranked #50.

Mosley Wealth Management first reported a position in MGC in Q4 2025 and has held it in 4 quarters since. The position peaked at $13.8M in Q2 2026. 295 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

Mosley Wealth Management held 4,542 shares of Vanguard Morningstar Mega Cap ETF worth $1.29M as of Q3 2026.
Mosley Wealth Management sold 46,066 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $12.8M.
Vanguard Morningstar Mega Cap ETF made up 0.38% of Mosley Wealth Management's portfolio in Q3 2026, its #50 holding.
Mosley Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2025 and has held it in 4 quarters since.
Mosley Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $13.8M in Q2 2026.
295 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.