Prosperity Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Prosperity Wealth 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
2025 Q4	$354K	Buy	1,411 +167	+13%	+$41.5K	0.12%	176
2025 Q3	$304K	Buy	1,244 +60	+5%	+$14K	0.1%	185
2025 Q2	$266K	Buy	1,184 +47	+4%	+$9.73K	0.1%	192
2025 Q1	$229K	Buy	1,137 +63	+6%	+$13.4K	0.11%	183
2024 Q4	$228K	Buy	1,074 +75	+8%	+$15.9K	0.09%	182
2024 Q3	$206K	Buy	+999	New	+$199K	0.08%	178
2023 Q4	–	Sell	-3,284	Closed	-$499K	–	164
2023 Q3	$499K	Buy	3,284 +558	+20%	+$87.9K	0.32%	52
2023 Q2	$427K	Sell	2,726 -15	-0.5%	-$2.22K	0.28%	50
2023 Q1	$392K	Sell	2,741 -1,032	-27%	-$143K	0.31%	59
2022 Q4	$500K	Buy	+3,773	New	+$504K	0.47%	47

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prosperity Wealth Management's MGC Position: Q4 2025 in Review

Prosperity Wealth Management increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 13% in Q4 2025, buying an estimated $41.5K and bringing the position to 1,411 shares worth $354K. The position accounts for 0.12% of the portfolio, ranked #176.

Prosperity Wealth Management first reported a position in MGC in Q4 2022 and has held it in 10 quarters since. The position peaked at $500K in Q4 2022. 525 funds tracked by Wall St. Rank hold MGC as of Q4 2025.

Prosperity Wealth Management held 1,411 shares of Vanguard Morningstar Mega Cap ETF worth $354K as of Q4 2025.
Prosperity Wealth Management bought 167 Vanguard Morningstar Mega Cap ETF shares in Q4 2025, an estimated $41.5K.
Vanguard Morningstar Mega Cap ETF made up 0.12% of Prosperity Wealth Management's portfolio in Q4 2025, its #176 holding.
Prosperity Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2022 and has held it in 10 quarters since.
Prosperity Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $500K in Q4 2022.
525 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.