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

Stratos Wealth Partners’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 		$789K Sell
2,884
-2,581
-47% -$686K 0.01% 946
2026
Q1 		$1.29M Buy
5,465
+32
+0.6% +$7.94K 0.01% 705
2025
Q4 		$1.36M Sell
5,433
-177
-3% -$44K 0.02% 663
2025
Q3 		$1.37M Sell
5,610
-2
-0% -$468 0.02% 647
2025
Q2 		$1.26M Sell
5,612
-2,203
-28% -$456K 0.02% 619
2025
Q1 		$1.57M Sell
7,815
-634
-8% -$135K 0.02% 513
2024
Q4 		$1.8M Buy
8,449
+2,257
+36% +$480K 0.03% 506
2024
Q3 		$1.28M Buy
6,192
+2,828
+84% +$564K 0.02% 586
2024
Q2 		$664K Buy
3,364
+684
+26% +$129K 0.01% 799
2024
Q1 		$501K Sell
2,680
-497
-16% -$88.6K 0.01% 893
2023
Q4 		$538K Buy
3,177
+169
+6% +$26.9K 0.01% 851
2023
Q3 		$457K Buy
3,008
+487
+19% +$76.7K 0.01% 849
2023
Q2 		$395K Buy
2,521
+153
+6% +$22.6K 0.01% 855
2023
Q1 		$339K Sell
2,368
-586
-20% -$81.1K 0.01% 828
2022
Q4 		$391K Sell
2,954
-167
-5% -$22.3K 0.01% 805
2022
Q3 		$390K Hold
3,121
– – 0.01% 777
2022
Q2 		$411K Sell
3,121
-292
-9% -$41.8K 0.01% 807
2022
Q1 		$543K Sell
3,413
-214
-6% -$33.6K 0.01% 783
2021
Q4 		$610K Buy
3,627
+24
+0.7% +$3.91K 0.01% 736
2021
Q3 		$549K Sell
3,603
-1,039
-22% -$163K 0.01% 713
2021
Q2 		$707K Hold
4,642
– – 0.02% 663
2021
Q1 		$651K Hold
4,642
– – 0.02% 625
2020
Q4 		$619K Hold
4,642
– – 0.02% 603
2020
Q3 		$557K Buy
4,642
+545
+13% +$64.3K 0.02% 588
2020
Q2 		$448K Hold
4,097
– – 0.02% 638
2020
Q1 		$373K Sell
4,097
-100
-2% -$10.7K 0.02% 615
2019
Q4 		$469K Hold
4,197
– – 0.02% 616
2019
Q3 		$433K Sell
4,197
-73
-2% -$7.47K 0.02% 612
2019
Q2 		$432K Hold
4,270
– – 0.02% 625
2019
Q1 		$417K Buy
4,270
+100
+2% +$9.41K 0.02% 609
2018
Q4 		$362K Hold
4,170
– – 0.02% 608
2018
Q3 		$419K Buy
4,170
+17
+0.4% +$1.67K 0.02% 598
2018
Q2 		$388K Buy
4,153
+806
+24% +$75K 0.02% 646
2018
Q1 		$303K Buy
3,347
+153
+5% +$14.4K 0.01% 716
2017
Q4 		$293K Buy
3,194
+198
+7% +$17.7K 0.01% 722
2017
Q3 		$258K Hold
2,996
– – 0.01% 747
2017
Q2 		$248K Buy
+2,996
New +$246K 0.01% 709

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

Stratos Wealth Partners's MGC Position: Q2 2026 in Review

Stratos Wealth Partners reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 47% in Q2 2026, selling an estimated $686K and leaving 2,884 shares worth $789K. The position accounts for 0.01% of the portfolio, ranked #946.

Stratos Wealth Partners first reported a position in MGC in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.8M in Q4 2024. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Stratos Wealth Partners held 2,884 shares of Vanguard Morningstar Mega Cap ETF worth $789K as of Q2 2026.
  • Stratos Wealth Partners sold 2,581 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $686K.
  • Vanguard Morningstar Mega Cap ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #946 holding.
  • Stratos Wealth Partners first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2017 and has held it in 37 quarters since.
  • Stratos Wealth Partners's Vanguard Morningstar Mega Cap ETF position peaked at $1.8M in Q4 2024.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.