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TCV Trust & Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

TCV Trust & 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
Q1 		– Sell
-970
Closed -$244K – 224
2025
Q4 		$244K Sell
970
-135
-12% -$33.6K 0.02% 203
2025
Q3 		$270K Hold
1,105
– – 0.02% 197
2025
Q2 		$249K Sell
1,105
-265
-19% -$54.8K 0.02% 193
2025
Q1 		$276K Sell
1,370
-45
-3% -$9.58K 0.03% 175
2024
Q4 		$301K Hold
1,415
– – 0.03% 163
2024
Q3 		$292K Sell
1,415
-445
-24% -$88.8K 0.03% 165
2024
Q2 		$367K Hold
1,860
– – 0.04% 152
2024
Q1 		$348K Sell
1,860
-323
-15% -$57.6K 0.03% 161
2023
Q4 		$370K Hold
2,183
– – 0.04% 156
2023
Q3 		$332K Sell
2,183
-76
-3% -$12K 0.04% 153
2023
Q2 		$353K Buy
2,259
+196
+10% +$29K 0.04% 154
2023
Q1 		$295K Buy
+2,063
New +$286K 0.03% 161

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

TCV Trust & Wealth Management's MGC Position: Q1 2026 in Review

TCV Trust & Wealth Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2026, closing a stake of 970 shares — an estimated $244K sold.

TCV Trust & Wealth Management first reported a position in MGC in Q1 2023 and held it in 12 quarters. The position peaked at $370K in Q4 2023. 508 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • TCV Trust & Wealth Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2026 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 970 Vanguard Morningstar Mega Cap ETF shares in Q1 2026, an estimated $244K.
  • TCV Trust & Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2023 and held it in 12 quarters.
  • TCV Trust & Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $370K in Q4 2023.
  • 508 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.