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Physician Wealth Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Physician Wealth Advisors’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 		$12.3M Buy
44,771
+44
+0.1% +$11.7K 1.46% 15
2026
Q1 		$10.6M Buy
44,727
+1,038
+2% +$258K 1.47% 20
2025
Q4 		$11M Buy
43,689
+1,492
+4% +$371K 1.53% 21
2025
Q3 		$10.3M Buy
42,197
+2,594
+7% +$607K 1.47% 21
2025
Q2 		$8.91M Buy
39,603
+1,724
+5% +$357K 1.4% 20
2025
Q1 		$7.63M Buy
37,879
+4,267
+13% +$909K 1.31% 19
2024
Q4 		$7.15M Buy
33,612
+928
+3% +$197K 1.21% 21
2024
Q3 		$6.81M Buy
32,684
+6
+0% +$1.2K 1.23% 22
2024
Q2 		$6.68M Buy
32,678
+1,420
+5% +$267K 1.23% 22
2024
Q1 		$5.65M Buy
31,258
+530
+2% +$94.5K 1.19% 22
2023
Q4 		$5.32M Buy
30,728
+388
+1% +$61.7K 1.19% 22
2023
Q3 		$4.67M Buy
30,340
+695
+2% +$109K 1.2% 21
2023
Q2 		$4.64M Sell
29,645
-179
-0.6% -$26.5K 1.15% 23
2023
Q1 		$4.33M Buy
29,824
+276
+0.9% +$38.2K 1.14% 23
2022
Q4 		$4.09M Buy
29,548
+794
+3% +$106K 1.1% 23
2022
Q3 		$3.78M Buy
28,754
+949
+3% +$132K 1.16% 22
2022
Q2 		$3.99M Buy
27,805
+327
+1% +$46.8K 1.16% 19
2022
Q1 		$4.12M Buy
27,478
+8,648
+46% +$1.36M 1.09% 20
2021
Q4 		$3.1M Buy
18,830
+1,961
+12% +$320K 0.81% 27
2021
Q3 		$2.67M Buy
16,869
+1,312
+8% +$206K 0.74% 30
2021
Q2 		$2.42M Buy
15,557
+882
+6% +$130K 0.69% 32
2021
Q1 		$2.11M Buy
14,675
+722
+5% +$99K 0.69% 31
2020
Q4 		$1.94M Buy
13,953
+2,637
+23% +$334K 0.66% 31
2020
Q3 		$1.33M Buy
11,316
+1,839
+19% +$217K 0.53% 36
2020
Q2 		$1.13M Buy
9,477
+627
+7% +$64.9K 0.45% 40
2020
Q1 		$874K Sell
8,850
-2,484
-22% -$265K 0.44% 43
2019
Q4 		$1.29M Buy
11,334
+559
+5% +$59.7K 0.58% 34
2019
Q3 		$1.17M Buy
+10,775
New +$1.1M 0.57% 34

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

Physician Wealth Advisors's MGC Position: Q2 2026 in Review

Physician Wealth Advisors increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.1% in Q2 2026, buying an estimated $11.7K and bringing the position to 44,771 shares worth $12.3M. The position accounts for 1.46% of the portfolio, ranked #15.

Physician Wealth Advisors first reported a position in MGC in Q3 2019 and has held it in 28 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Physician Wealth Advisors held 44,771 shares of Vanguard Morningstar Mega Cap ETF worth $12.3M as of Q2 2026.
  • Physician Wealth Advisors bought 44 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $11.7K.
  • Vanguard Morningstar Mega Cap ETF made up 1.46% of Physician Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Physician Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.