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

Spire 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 		$362K Buy
1,324
+24
+2% +$6.38K 0.01% 628
2026
Q1 		$307K Hold
1,300
– – 0.01% 671
2025
Q4 		$327K Hold
1,300
– – 0.01% 652
2025
Q3 		$317K Hold
1,300
– – 0.01% 657
2025
Q2 		$292K Sell
1,300
-2,500
-66% -$517K 0.01% 653
2025
Q1 		$765K Sell
3,800
-67
-2% -$14.3K 0.02% 463
2024
Q4 		$822K Sell
3,867
-43
-1% -$9.14K 0.03% 432
2024
Q3 		$808K Sell
3,910
-3,776
-49% -$753K 0.03% 421
2024
Q2 		$1.52M Buy
7,686
+3,843
+100% +$723K 0.05% 273
2024
Q1 		$718K Hold
3,843
– – 0.01% 438
2023
Q4 		$664K Hold
3,843
– – 0.02% 451
2023
Q3 		$584K Buy
3,843
+1
+0% +$157 0.02% 447
2023
Q2 		$601K Hold
3,842
– – 0.02% 449
2023
Q1 		$550K Buy
3,842
+2,500
+186% +$346K 0.02% 470
2022
Q4 		$178K Buy
1,342
+1,300
+3,095% +$174K 0.01% 583
2022
Q3 		$5K Hold
42
– – ﹤0.01% 1750
2022
Q2 		$5K Buy
42
+1
+2% +$143 ﹤0.01% 2137
2022
Q1 		$7K Hold
41
– – ﹤0.01% 2154
2021
Q4 		$7K Sell
41
-2
-5% -$326 ﹤0.01% 2488
2021
Q3 		$7K Hold
43
– – ﹤0.01% 2199
2021
Q2 		$7K Sell
43
-51
-54% -$7.54K ﹤0.01% 2235
2021
Q1 		$13K Buy
+94
New +$12.9K ﹤0.01% 2334

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Spire Wealth Management increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1.8% in Q2 2026, buying an estimated $6.38K and bringing the position to 1,324 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #628.

Spire Wealth Management first reported a position in MGC in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.52M in Q2 2024. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Spire Wealth Management held 1,324 shares of Vanguard Morningstar Mega Cap ETF worth $362K as of Q2 2026.
  • Spire Wealth Management bought 24 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $6.38K.
  • Vanguard Morningstar Mega Cap ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #628 holding.
  • Spire Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $1.52M in Q2 2024.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.