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

Rialto 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
2026 Q2	$55.5K	Hold	203	–	–	0.01%	318
2026 Q1	$48K	Hold	203	–	–	0.01%	286
2025 Q4	$51K	Hold	203	–	–	0.01%	279
2025 Q3	$49.6K	Hold	203	–	–	0.01%	270
2025 Q2	$45.7K	Hold	203	–	–	0.01%	273
2025 Q1	$40.9K	Sell	203 -7	-3%	-$1.49K	0.01%	277
2024 Q4	$44.7K	Buy	+210	New	+$44.6K	0.01%	267

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

Rialto Wealth Management's MGC Position: Q2 2026 in Review

Rialto Wealth Management held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 203 shares worth $55.5K. The position accounts for 0.01% of the portfolio, ranked #318.

Rialto Wealth Management first reported a position in MGC in Q4 2024 and has held it in 7 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Rialto Wealth Management held 203 shares of Vanguard Morningstar Mega Cap ETF worth $55.5K as of Q2 2026.
Rialto Wealth Management left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #318 holding.
Rialto Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and has held it in 7 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.