PCM
MGC icon

Prospera Capital Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Prospera Capital 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
Q3 		$299K Hold
1,085
– – 0.09% 47
2026
Q2 		$299K Buy
+1,085
New +$288K 0.09% 47

Other funds holding MGC

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Prospera Capital Management's MGC Position: Q3 2026 in Review

Prospera Capital Management held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q3 2026 at 1,085 shares worth $299K. The position accounts for 0.09% of the portfolio, ranked #47.

Prospera Capital Management first reported a position in MGC in Q2 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

  • Prospera Capital Management held 1,085 shares of Vanguard Morningstar Mega Cap ETF worth $299K as of Q3 2026.
  • Prospera Capital Management left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mega Cap ETF made up 0.09% of Prospera Capital Management's portfolio in Q3 2026, its #47 holding.
  • Prospera Capital Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Prospera Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.