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 Q3	$1.01M	Sell	3,586 -41,185	-92%	-$11.5M	0.12%	82
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

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Summit Wealth & Retirement Planning San Ramon, California $493M AUM 17.07% 1-Year Est. Return

Physician Wealth Advisors's MGC Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 92% in Q3 2026, selling an estimated $11.5M and leaving 3,586 shares worth $1.01M. The position accounts for 0.12% of the portfolio, ranked #82.

Physician Wealth Advisors first reported a position in MGC in Q3 2019 and has held it in 29 quarters since. The position peaked at $12.3M in Q2 2026. 423 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

Physician Wealth Advisors held 3,586 shares of Vanguard Morningstar Mega Cap ETF worth $1.01M as of Q3 2026.
Physician Wealth Advisors sold 41,185 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $11.5M.
Vanguard Morningstar Mega Cap ETF made up 0.12% of Physician Wealth Advisors's portfolio in Q3 2026, its #82 holding.
Physician Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2019 and has held it in 29 quarters since.
Physician Wealth Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $12.3M in Q2 2026.
423 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.