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

The Wealth Group’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 		– Sell
-929
Closed -$219K – 95
2026
Q1 		$219K Buy
929
+2
+0.2% +$496 0.05% 80
2025
Q4 		$233K Buy
927
+3
+0.3% +$746 0.05% 75
2025
Q3 		$226K Sell
924
-349
-27% -$81.6K 0.05% 74
2025
Q2 		$286K Buy
+1,273
New +$263K 0.07% 60

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

The Wealth Group's MGC Position: Q2 2026 in Review

The Wealth Group sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026, closing a stake of 929 shares — an estimated $219K sold.

The Wealth Group first reported a position in MGC in Q2 2025 and held it in 4 quarters. The position peaked at $286K in Q2 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • The Wealth Group reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2026 after selling out during the quarter.
  • The Wealth Group sold 929 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $219K.
  • The Wealth Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2025 and held it in 4 quarters.
  • The Wealth Group's Vanguard Morningstar Mega Cap ETF position peaked at $286K in Q2 2025.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.