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

StackStone Wealth’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	$11.6M	Buy	+41,102	New	+$11.5M	1.14%	22

Other funds holding MGC

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

StackStone Wealth's MGC Position: Q3 2026 in Review

StackStone Wealth opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2026: 41,102 shares worth $11.6M. The stake represents 1.14% of the portfolio and ranks #22 among its holdings.

221 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

StackStone Wealth held 41,102 shares of Vanguard Morningstar Mega Cap ETF worth $11.6M as of Q3 2026.
Vanguard Morningstar Mega Cap ETF was a new StackStone Wealth position in Q3 2026.
Vanguard Morningstar Mega Cap ETF made up 1.14% of StackStone Wealth's portfolio in Q3 2026, its #22 holding.
221 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.