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

RHS Financial’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 Q1	$533K	Buy	2,257 +788	+54%	+$196K	0.25%	73
2025 Q4	$369K	Buy	1,469 +125	+9%	+$31.1K	0.18%	91
2025 Q3	$328K	Hold	1,344	–	–	0.17%	104
2025 Q2	$302K	Sell	1,344 -2,992	-69%	-$619K	0.17%	104
2025 Q1	$873K	Sell	4,336 -1,126	-21%	-$240K	0.49%	53
2024 Q4	$1.16M	Buy	5,462 +26	+0.5%	+$5.53K	0.6%	48
2024 Q3	$1.12M	Buy	+5,436	New	+$1.08M	0.57%	46
2024 Q2	–	Sell	-4,892	Closed	-$914K	–	94
2024 Q1	$914K	Buy	4,892 +2,660	+119%	+$474K	0.53%	47
2023 Q4	$378K	Buy	+2,232	New	+$355K	0.24%	78

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RHS Financial's MGC Position: Q1 2026 in Review

RHS Financial increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 54% in Q1 2026, buying an estimated $196K and bringing the position to 2,257 shares worth $533K. The position accounts for 0.25% of the portfolio, ranked #73.

RHS Financial first reported a position in MGC in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.16M in Q4 2024. 506 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

RHS Financial held 2,257 shares of Vanguard Morningstar Mega Cap ETF worth $533K as of Q1 2026.
RHS Financial bought 788 Vanguard Morningstar Mega Cap ETF shares in Q1 2026, an estimated $196K.
Vanguard Morningstar Mega Cap ETF made up 0.25% of RHS Financial's portfolio in Q1 2026, its #73 holding.
RHS Financial first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and has held it in 9 quarters since.
RHS Financial's Vanguard Morningstar Mega Cap ETF position peaked at $1.16M in Q4 2024.
506 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.