Resurgent Financial Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Resurgent Financial 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 Q2	$262K	Sell	956 -9	-0.9%	-$2.39K	0.07%	249
2026 Q1	$228K	Sell	965 -29	-3%	-$7.2K	0.08%	229
2025 Q4	$250K	Sell	994 -7	-0.7%	-$1.74K	0.13%	185
2025 Q3	$244K	Sell	1,001 -3	-0.3%	-$702	0.12%	186
2025 Q2	$226K	Buy	+1,004	New	+$208K	0.12%	175
2024 Q1	–	Sell	-337	Closed	-$57K	–	369
2023 Q4	$57K	Sell	337 -5	-1%	-$795	0.04%	313
2023 Q3	$51.9K	Sell	342 -20	-6%	-$3.15K	0.04%	323
2023 Q2	$56.6K	Sell	362 -1	-0.3%	-$148	0.04%	316
2023 Q1	$52K	Buy	363 +1	+0.3%	+$138	0.03%	325
2022 Q4	$47.9K	Buy	+362	New	+$48.4K	0.03%	431

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

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

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Resurgent Financial Advisors's MGC Position: Q2 2026 in Review

Resurgent Financial Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.93% in Q2 2026, selling an estimated $2.39K and leaving 956 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #249.

Resurgent Financial Advisors first reported a position in MGC in Q4 2022 and has held it in 10 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Resurgent Financial Advisors held 956 shares of Vanguard Morningstar Mega Cap ETF worth $262K as of Q2 2026.
Resurgent Financial Advisors sold 9 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $2.39K.
Vanguard Morningstar Mega Cap ETF made up 0.07% of Resurgent Financial Advisors's portfolio in Q2 2026, its #249 holding.
Resurgent Financial Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2022 and has held it in 10 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.