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

Tradition 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 		$6.97M Buy
29,478
+606
+2% +$150K 0.5% 52
2025
Q4 		$7.25M Sell
28,872
-194
-0.7% -$48.2K 0.52% 50
2025
Q3 		$7.09M Sell
29,066
-10
-0% -$2.34K 0.52% 50
2025
Q2 		$6.54M Sell
29,076
-236
-0.8% -$48.8K 0.52% 51
2025
Q1 		$5.9M Buy
29,312
+452
+2% +$96.3K 0.52% 51
2024
Q4 		$6.14M Sell
28,860
-616
-2% -$131K 0.54% 49
2024
Q3 		$6.09M Buy
29,476
+360
+1% +$71.8K 0.54% 48
2024
Q2 		$5.74M Sell
29,116
-503
-2% -$94.6K 0.56% 47
2024
Q1 		$5.53M Sell
29,619
-1,908
-6% -$340K 0.56% 44
2023
Q4 		$5.34M Buy
31,527
+360
+1% +$57.2K 0.56% 47
2023
Q3 		$4.73M Sell
31,167
-438
-1% -$69K 0.56% 45
2023
Q2 		$4.95M Sell
31,605
-526
-2% -$77.7K 0.58% 47
2023
Q1 		$4.6M Buy
32,131
+1,030
+3% +$143K 0.57% 44
2022
Q4 		$4.12M Buy
31,101
+1,296
+4% +$173K 0.58% 48
2022
Q3 		$3.72M Buy
29,805
+81
+0.3% +$11.2K 0.56% 51
2022
Q2 		$3.92M Buy
29,724
+649
+2% +$92.9K 0.57% 50
2022
Q1 		$4.62M Sell
29,075
-317
-1% -$49.7K 0.59% 53
2021
Q4 		$4.94M Sell
29,392
-443
-1% -$72.2K 0.62% 47
2021
Q3 		$4.55M Buy
29,835
+1,745
+6% +$274K 0.65% 48
2021
Q2 		$4.28M Buy
28,090
+1,079
+4% +$160K 0.64% 44
2021
Q1 		$3.79M Buy
27,011
+12,911
+92% +$1.77M 0.66% 47
2020
Q4 		$1.88M Buy
+14,100
New +$1.78M 0.36% 66

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Tradition Wealth Management's MGC Position: Q1 2026 in Review

Tradition Wealth Management increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 2.1% in Q1 2026, buying an estimated $150K and bringing the position to 29,478 shares worth $6.97M. The position accounts for 0.5% of the portfolio, ranked #52.

Tradition Wealth Management first reported a position in MGC in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.25M in Q4 2025. 506 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Tradition Wealth Management held 29,478 shares of Vanguard Morningstar Mega Cap ETF worth $6.97M as of Q1 2026.
  • Tradition Wealth Management bought 606 Vanguard Morningstar Mega Cap ETF shares in Q1 2026, an estimated $150K.
  • Vanguard Morningstar Mega Cap ETF made up 0.5% of Tradition Wealth Management's portfolio in Q1 2026, its #52 holding.
  • Tradition Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $7.25M in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.