Onyx Bridge Wealth Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Onyx Bridge Wealth 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 Q2	$261K	Hold	954	–	–	0.02%	327
2026 Q1	$225K	Hold	954	–	–	0.02%	325
2025 Q4	$240K	Hold	954	–	–	0.03%	313
2025 Q3	$233K	Hold	954	–	–	0.03%	314
2025 Q2	$215K	Buy	+954	New	+$197K	0.03%	278
2025 Q1	–	Sell	-956	Closed	-$203K	–	304
2024 Q4	$203K	Buy	+956	New	+$203K	0.03%	262
2022 Q1	–	Sell	-1,233	Closed	-$209K	–	170
2021 Q4	$209K	Buy	+1,233	New	+$201K	0.07%	148

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

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

Onyx Bridge Wealth Group's MGC Position: Q2 2026 in Review

Onyx Bridge Wealth Group held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 954 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #327.

Onyx Bridge Wealth Group first reported a position in MGC in Q4 2021 and has held it in 7 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Onyx Bridge Wealth Group held 954 shares of Vanguard Morningstar Mega Cap ETF worth $261K as of Q2 2026.
Onyx Bridge Wealth Group left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #327 holding.
Onyx Bridge Wealth Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2021 and has held it in 7 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.