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

Navigoe 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
Q1 		– Sell
-33
Closed -$8K – 243
2025
Q4 		$8K Hold
33
– – ﹤0.01% 162
2025
Q3 		$8K Buy
+33
New +$7.72K 0.01% 166

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Navigoe Wealth Management's MGC Position: Q1 2026 in Review

Navigoe Wealth Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2026, closing a stake of 33 shares — an estimated $8K sold.

Navigoe Wealth Management first reported a position in MGC in Q3 2025 and held it in 2 quarters. The position peaked at $8K in Q4 2025. 507 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Navigoe Wealth Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Navigoe Wealth Management sold 33 Vanguard Morningstar Mega Cap ETF shares in Q1 2026, an estimated $8K.
  • Navigoe Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2025 and held it in 2 quarters.
  • Navigoe Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $8K in Q4 2025.
  • 507 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on Navigoe Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.