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Spartan Wealth Advisory Services LLC’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Spartan Wealth Advisory Services 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
Q2 		$6.36M Buy
23,252
+31
+0.1% +$8.23K 0.52% 50
2026
Q1 		$5.49M Buy
+23,221
New +$5.76M 0.48% 51

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's MGC Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.13% in Q2 2026, buying an estimated $8.23K and bringing the position to 23,252 shares worth $6.36M. The position accounts for 0.52% of the portfolio, ranked #50.

Spartan Wealth Advisory Services LLC first reported a position in MGC in Q1 2026 and has held it in 2 quarters since. 511 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 23,252 shares of Vanguard Morningstar Mega Cap ETF worth $6.36M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 31 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $8.23K.
  • Vanguard Morningstar Mega Cap ETF made up 0.52% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #50 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 511 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.