RWA
MGC icon

River Wealth Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

River Wealth 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 		$586K Sell
2,143
-20
-0.9% -$5.31K 0.06% 153
2026
Q1 		$511K Hold
2,163
– – 0.06% 150
2025
Q4 		$543K Sell
2,163
-50
-2% -$12.4K 0.06% 146
2025
Q3 		$540K Hold
2,213
– – 0.06% 150
2025
Q2 		$498K Hold
2,213
– – 0.06% 152
2025
Q1 		$446K Sell
2,213
-50
-2% -$10.6K 0.06% 155
2024
Q4 		$481K Sell
2,263
-50
-2% -$10.6K 0.06% 154
2024
Q3 		$478K Hold
2,313
– – 0.06% 149
2024
Q2 		$456K Hold
2,313
– – 0.07% 143
2024
Q1 		$432K Hold
2,313
– – 0.06% 145
2023
Q4 		$392K Hold
2,313
– – 0.06% 152
2023
Q3 		$351K Sell
2,313
-450
-16% -$70.9K 0.06% 161
2023
Q2 		$432K Hold
2,763
– – 0.07% 153
2023
Q1 		$395K Sell
2,763
-2,333
-46% -$323K 0.07% 162
2022
Q4 		$675K Buy
5,096
+2,712
+114% +$362K 0.13% 129
2022
Q3 		$298K Sell
2,384
-291
-11% -$40.4K 0.06% 171
2022
Q2 		$353K Buy
2,675
+800
+43% +$115K 0.07% 170
2022
Q1 		$298K Sell
1,875
-582
-24% -$91.3K 0.05% 189
2021
Q4 		$413K Hold
2,457
– – 0.06% 165
2021
Q3 		$374K Hold
2,457
– – 0.06% 170
2021
Q2 		$374K Sell
2,457
-800
-25% -$118K 0.07% 172
2021
Q1 		$457K Hold
3,257
– – 0.09% 153
2020
Q4 		$435K Sell
3,257
-400
-11% -$50.6K 0.09% 151
2020
Q3 		$438K Buy
+3,657
New +$432K 0.11% 137

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

River Wealth Advisors's MGC Position: Q2 2026 in Review

River Wealth Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.92% in Q2 2026, selling an estimated $5.31K and leaving 2,143 shares worth $586K. The position accounts for 0.06% of the portfolio, ranked #153.

River Wealth Advisors first reported a position in MGC in Q3 2020 and has held it in 24 quarters since. The position peaked at $675K in Q4 2022. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • River Wealth Advisors held 2,143 shares of Vanguard Morningstar Mega Cap ETF worth $586K as of Q2 2026.
  • River Wealth Advisors sold 20 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $5.31K.
  • Vanguard Morningstar Mega Cap ETF made up 0.06% of River Wealth Advisors's portfolio in Q2 2026, its #153 holding.
  • River Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • River Wealth Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $675K in Q4 2022.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.