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RWA Wealth Partners’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

RWA Wealth Partners’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 		$657K Buy
2,400
+1
+0% +$266 0.01% 427
2026
Q1 		$567K Sell
2,399
-105
-4% -$26.1K 0.01% 433
2025
Q4 		$629K Buy
2,504
+1,001
+67% +$249K 0.01% 405
2025
Q3 		$367K Buy
1,503
+1
+0.1% +$234 ﹤0.01% 491
2025
Q2 		$338K Sell
1,502
-5
-0.3% -$1.03K ﹤0.01% 493
2025
Q1 		$303K Sell
1,507
-999
-40% -$213K ﹤0.01% 474
2024
Q4 		$533K Buy
2,506
+103
+4% +$21.9K 0.01% 407
2024
Q3 		$497K Buy
2,403
+1
+0% +$200 0.01% 403
2024
Q2 		$474K Hold
2,402
– – 0.01% 398
2024
Q1 		$449K Hold
2,402
– – 0.01% 404
2023
Q4 		$407K Buy
2,402
+27
+1% +$4.29K 0.01% 401
2023
Q3 		$361K Sell
2,375
-24
-1% -$3.78K 0.01% 303
2023
Q2 		$375K Buy
2,399
+1,002
+72% +$148K 0.01% 257
2023
Q1 		$200K Buy
+1,397
New +$193K ﹤0.01% 248
2022
Q4 		– Sell
-3,006
Closed -$375K – 267
2022
Q3 		$375K Hold
3,006
– – 0.03% 179
2022
Q2 		$396K Sell
3,006
-165
-5% -$23.6K 0.03% 172
2022
Q1 		$504K Buy
3,171
+218
+7% +$34.2K 0.03% 165
2021
Q4 		$496K Sell
2,953
-2,565
-46% -$418K 0.03% 171
2021
Q3 		$841K Hold
5,518
– – 0.06% 140
2021
Q2 		$841K Hold
5,518
– – 0.06% 142
2021
Q1 		$774K Hold
5,518
– – 0.06% 141
2020
Q4 		$736K Sell
5,518
-189
-3% -$23.9K 0.07% 141
2020
Q3 		$684K Hold
5,707
– – 0.07% 129
2020
Q2 		$625K Hold
5,707
– – 0.08% 125
2020
Q1 		$519K Sell
5,707
-372
-6% -$39.7K 0.07% 127
2019
Q4 		$679K Buy
6,079
+4
+0.1% +$427 0.07% 142
2019
Q3 		$626K Sell
6,075
-1,656
-21% -$169K 0.07% 150
2019
Q2 		$783K Sell
7,731
-2,451
-24% -$244K 0.08% 135
2019
Q1 		$995K Sell
10,182
-4,470
-31% -$420K 0.11% 116
2018
Q4 		$1.27M Sell
14,652
-6,601
-31% -$617K 0.17% 102
2018
Q3 		$2.14M Sell
21,253
-238
-1% -$23.4K 0.24% 93
2018
Q2 		$2.01M Sell
21,491
-19,296
-47% -$1.8M 0.22% 97
2018
Q1 		$3.69M Buy
40,787
+6,511
+19% +$613K 0.48% 50
2017
Q4 		$3.15M Buy
34,276
+624
+2% +$55.8K 0.35% 80
2017
Q3 		$2.9M Buy
33,652
+3,483
+12% +$295K 0.33% 83
2017
Q2 		$2.5M Buy
30,169
+2,303
+8% +$189K 0.31% 79
2017
Q1 		$2.25M Buy
27,866
+1,927
+7% +$153K 0.29% 81
2016
Q4 		$1.98M Buy
+25,939
New +$1.93M 1.8% 2

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

RWA Wealth Partners's MGC Position: Q2 2026 in Review

RWA Wealth Partners increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.04% in Q2 2026, buying an estimated $266 and bringing the position to 2,400 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #427.

RWA Wealth Partners first reported a position in MGC in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.69M in Q1 2018. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • RWA Wealth Partners held 2,400 shares of Vanguard Morningstar Mega Cap ETF worth $657K as of Q2 2026.
  • RWA Wealth Partners bought 1 Vanguard Morningstar Mega Cap ETF share in Q2 2026, an estimated $266.
  • Vanguard Morningstar Mega Cap ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #427 holding.
  • RWA Wealth Partners first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2016 and has held it in 38 quarters since.
  • RWA Wealth Partners's Vanguard Morningstar Mega Cap ETF position peaked at $3.69M in Q1 2018.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.