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

Sarver Vrooman 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	$6.05K	Hold	22	–	–	﹤0.01%	121
2026 Q1	$5.2K	Hold	22	–	–	﹤0.01%	118
2025 Q4	$5.53K	Hold	22	–	–	﹤0.01%	117
2025 Q3	$5.37K	Hold	22	–	–	﹤0.01%	115
2025 Q2	$4.95K	Hold	22	–	–	﹤0.01%	113
2025 Q1	$4.43K	Buy	+22	New	+$4.68K	﹤0.01%	113

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

Sarver Vrooman Wealth Advisors's MGC Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 22 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #121.

Sarver Vrooman Wealth Advisors first reported a position in MGC in Q1 2025 and has held it in 6 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Sarver Vrooman Wealth Advisors held 22 shares of Vanguard Morningstar Mega Cap ETF worth $6.05K as of Q2 2026.
Sarver Vrooman Wealth Advisors left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #121 holding.
Sarver Vrooman Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2025 and has held it in 6 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.