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

Prosperity 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
Q2 		$455K Sell
1,663
-7
-0.4% -$1.86K 0.14% 133
2026
Q1 		$395K Hold
1,670
– – 0.15% 127
2025
Q4 		$419K Buy
1,670
+10
+0.6% +$2.49K 0.15% 119
2025
Q3 		$405K Buy
1,660
+21
+1% +$4.91K 0.15% 117
2025
Q2 		$369K Buy
1,639
+167
+11% +$34.6K 0.16% 117
2025
Q1 		$296K Sell
1,472
-10
-0.7% -$2.13K 0.15% 123
2024
Q4 		$315K Hold
1,482
– – 0.16% 117
2024
Q3 		$306K Buy
1,482
+5
+0.3% +$998 0.17% 111
2024
Q2 		$291K Hold
1,477
– – 0.18% 105
2024
Q1 		$276K Buy
1,477
+10
+0.7% +$1.78K 0.17% 115
2023
Q4 		$248K Sell
1,467
-23
-2% -$3.66K 0.17% 106
2023
Q3 		$226K Buy
1,490
+8
+0.5% +$1.26K 0.19% 97
2023
Q2 		$232K Hold
1,482
– – 0.2% 106
2023
Q1 		$212K Sell
1,482
-40
-3% -$5.54K 0.21% 95
2022
Q4 		$202K Buy
+1,522
New +$203K 0.22% 85

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

Prosperity Financial Group's MGC Position: Q2 2026 in Review

Prosperity Financial Group reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.42% in Q2 2026, selling an estimated $1.86K and leaving 1,663 shares worth $455K. The position accounts for 0.14% of the portfolio, ranked #133.

Prosperity Financial Group first reported a position in MGC in Q4 2022 and has held it in 15 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Prosperity Financial Group held 1,663 shares of Vanguard Morningstar Mega Cap ETF worth $455K as of Q2 2026.
  • Prosperity Financial Group sold 7 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $1.86K.
  • Vanguard Morningstar Mega Cap ETF made up 0.14% of Prosperity Financial Group's portfolio in Q2 2026, its #133 holding.
  • Prosperity Financial Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.