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

SHP 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 		$73.6K Hold
269
– – 0.01% 464
2026
Q1 		$63.6K Hold
269
– – ﹤0.01% 450
2025
Q4 		$67.6K Buy
+269
New +$66.9K 0.01% 420

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

SHP Wealth Management held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 269 shares worth $73.6K. The position accounts for 0.01% of the portfolio, ranked #464.

SHP Wealth Management first reported a position in MGC in Q4 2025 and has held it in 3 quarters since. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • SHP Wealth Management held 269 shares of Vanguard Morningstar Mega Cap ETF worth $73.6K as of Q2 2026.
  • SHP 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 SHP Wealth Management's portfolio in Q2 2026, its #464 holding.
  • SHP Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

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