MAS
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MPWM Advisory Solutions’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

MPWM Advisory Solutions’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 		$1.59M Sell
5,805
-29
-0.5% -$7.7K 0.73% 28
2026
Q1 		$1.38M Buy
5,834
+423
+8% +$105K 0.73% 26
2025
Q4 		$1.36M Sell
5,411
-280
-5% -$69.6K 0.76% 24
2025
Q3 		$1.39M Buy
5,691
+621
+12% +$145K 0.83% 22
2025
Q2 		$1.14M Buy
5,070
+308
+6% +$63.7K 0.72% 25
2025
Q1 		$959K Buy
4,762
+1
+0% +$213 0.7% 23
2024
Q4 		$1.01M Buy
+4,761
New +$1.01M 0.74% 23

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

MPWM Advisory Solutions's MGC Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.5% in Q2 2026, selling an estimated $7.7K and leaving 5,805 shares worth $1.59M. The position accounts for 0.73% of the portfolio, ranked #28.

MPWM Advisory Solutions first reported a position in MGC in Q4 2024 and has held it in 7 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • MPWM Advisory Solutions held 5,805 shares of Vanguard Morningstar Mega Cap ETF worth $1.59M as of Q2 2026.
  • MPWM Advisory Solutions sold 29 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $7.7K.
  • Vanguard Morningstar Mega Cap ETF made up 0.73% of MPWM Advisory Solutions's portfolio in Q2 2026, its #28 holding.
  • MPWM Advisory Solutions first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.