Silvia McColl Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Silvia McColl 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	$1.74M	Buy	6,356 +46	+0.7%	+$12.2K	1.05%	28
2026 Q1	$1.49M	Buy	6,310 +266	+4%	+$66K	0.98%	33
2025 Q4	$1.52M	Sell	6,044 -337	-5%	-$83.8K	1.01%	30
2025 Q3	$1.56M	Sell	6,381 -75	-1%	-$17.5K	1.05%	30
2025 Q2	$1.45M	Sell	6,456 -253	-4%	-$52.4K	1.06%	29
2025 Q1	$1.35M	Buy	6,709 +295	+5%	+$62.8K	1.02%	24
2024 Q4	$1.36M	Buy	6,414 +234	+4%	+$49.7K	1.02%	25
2024 Q3	$1.28M	Buy	+6,180	New	+$1.23M	0.96%	24

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

Silvia McColl Wealth Management's MGC Position: Q2 2026 in Review

Silvia McColl Wealth Management increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.73% in Q2 2026, buying an estimated $12.2K and bringing the position to 6,356 shares worth $1.74M. The position accounts for 1.05% of the portfolio, ranked #28.

Silvia McColl Wealth Management first reported a position in MGC in Q3 2024 and has held it in 8 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Silvia McColl Wealth Management held 6,356 shares of Vanguard Morningstar Mega Cap ETF worth $1.74M as of Q2 2026.
Silvia McColl Wealth Management bought 46 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $12.2K.
Vanguard Morningstar Mega Cap ETF made up 1.05% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #28 holding.
Silvia McColl Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2024 and has held it in 8 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.