SFM LLC
MGC icon

SFM LLC’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

SFM LLC’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
Q3 		$3.07M Hold
10,870
– – 1.54% 17
2026
Q2 		$2.97M Buy
+10,870
New +$2.89M 1.52% 14

Other funds holding MGC

Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Retirement Financial Solutions
Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

SFM LLC's MGC Position: Q3 2026 in Review

SFM LLC held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q3 2026 at 10,870 shares worth $3.07M. The position accounts for 1.54% of the portfolio, ranked #17.

SFM LLC first reported a position in MGC in Q2 2026 and has held it in 2 quarters since. 164 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

  • SFM LLC held 10,870 shares of Vanguard Morningstar Mega Cap ETF worth $3.07M as of Q3 2026.
  • SFM LLC left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mega Cap ETF made up 1.54% of SFM LLC's portfolio in Q3 2026, its #17 holding.
  • SFM LLC first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 164 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on SFM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.