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

National Wealth Management Group’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 Q1	–	Sell	-1,568	Closed	-$394K	–	242
2025 Q4	$394K	Buy	1,568 +40	+3%	+$9.94K	0.14%	150
2025 Q3	$373K	Buy	1,528 +96	+7%	+$22.5K	0.14%	163
2025 Q2	$322K	Buy	1,432 +262	+22%	+$54.2K	0.18%	124
2025 Q1	$236K	Sell	1,170 -18	-2%	-$3.83K	0.15%	129
2024 Q4	$253K	Buy	+1,188	New	+$253K	0.17%	119

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

National Wealth Management Group's MGC Position: Q1 2026 in Review

National Wealth Management Group sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2026, closing a stake of 1,568 shares — an estimated $394K sold.

National Wealth Management Group first reported a position in MGC in Q4 2024 and held it in 5 quarters. The position peaked at $394K in Q4 2025. 508 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

National Wealth Management Group reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2026 after selling out during the quarter.
National Wealth Management Group sold 1,568 Vanguard Morningstar Mega Cap ETF shares in Q1 2026, an estimated $394K.
National Wealth Management Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and held it in 5 quarters.
National Wealth Management Group's Vanguard Morningstar Mega Cap ETF position peaked at $394K in Q4 2025.
508 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.