Prospect Financial Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Prospect Financial 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 Q3	$923K	Sell	3,271 -5	-0.2%	-$1.39K	0.78%	29
2026 Q2	$896K	Sell	3,276 -168	-5%	-$44.6K	0.72%	30
2026 Q1	$814K	Hold	3,444	–	–	0.75%	30
2025 Q4	$865K	Sell	3,444 -95	-3%	-$23.6K	0.8%	30
2025 Q3	$864K	Sell	3,539 -90	-2%	-$21K	0.84%	28
2025 Q2	$816K	Sell	3,629 -72	-2%	-$14.9K	0.85%	28
2025 Q1	$745K	Sell	3,701 -66	-2%	-$14.1K	0.95%	28
2024 Q4	$801K	Buy	+3,767	New	+$801K	0.99%	27

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

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Prospect Financial Group's MGC Position: Q3 2026 in Review

Prospect Financial Group reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.15% in Q3 2026, selling an estimated $1.39K and leaving 3,271 shares worth $923K. The position accounts for 0.78% of the portfolio, ranked #29.

Prospect Financial Group first reported a position in MGC in Q4 2024 and has held it in 8 quarters since. 310 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

Prospect Financial Group held 3,271 shares of Vanguard Morningstar Mega Cap ETF worth $923K as of Q3 2026.
Prospect Financial Group sold 5 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $1.39K.
Vanguard Morningstar Mega Cap ETF made up 0.78% of Prospect Financial Group's portfolio in Q3 2026, its #29 holding.
Prospect Financial Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and has held it in 8 quarters since.
310 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Prospect Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.