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

Strategies Wealth Advisors’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 		$865K Sell
3,160
-461
-13% -$122K 0.08% 86
2026
Q1 		$856K Sell
3,621
-538
-13% -$134K 0.09% 69
2025
Q4 		$1.04M Sell
4,159
-674
-14% -$168K 0.1% 57
2025
Q3 		$1.18M Sell
4,833
-783
-14% -$183K 0.12% 53
2025
Q2 		$1.26M Hold
5,616
– – 0.14% 49
2025
Q1 		$1.13M Buy
5,616
+17
+0.3% +$3.62K 0.14% 49
2024
Q4 		$1.23M Sell
5,599
-231
-4% -$49.1K 0.15% 45
2024
Q3 		$1.2M Buy
5,830
+36
+0.6% +$7.18K 0.16% 37
2024
Q2 		$1.14M Hold
5,794
– – 0.17% 38
2024
Q1 		$1.08M Buy
5,794
+17
+0.3% +$3.03K 0.17% 37
2023
Q4 		$978K Buy
5,777
+23
+0.4% +$3.66K 0.17% 41
2023
Q3 		$874K Sell
5,754
-489
-8% -$77K 0.17% 40
2023
Q2 		$977K Sell
6,243
-410
-6% -$60.6K 0.2% 41
2023
Q1 		$952K Buy
6,653
+22
+0.3% +$3.05K 0.21% 40
2022
Q4 		$878K Buy
+6,631
New +$886K 0.22% 42
2022
Q2 		$866K Sell
6,570
-1,082
-14% -$155K 0.25% 45
2022
Q1 		$1.22M Buy
+7,652
New +$1.2M 0.33% 38

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

Strategies Wealth Advisors's MGC Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 13% in Q2 2026, selling an estimated $122K and leaving 3,160 shares worth $865K. The position accounts for 0.08% of the portfolio, ranked #86.

Strategies Wealth Advisors first reported a position in MGC in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.26M in Q2 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Strategies Wealth Advisors held 3,160 shares of Vanguard Morningstar Mega Cap ETF worth $865K as of Q2 2026.
  • Strategies Wealth Advisors sold 461 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $122K.
  • Vanguard Morningstar Mega Cap ETF made up 0.08% of Strategies Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • Strategies Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • Strategies Wealth Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $1.26M in Q2 2025.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.