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

Triad 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	–	Sell	-1,222	Closed	-$289K	–	592
2026 Q1	$289K	Sell	1,222 -92,899	-99%	-$23.1M	0.02%	401
2025 Q4	$23.6M	Buy	94,121 +19,549	+26%	+$4.86M	2.25%	8
2025 Q3	$18.2M	Buy	74,572 +43,206	+138%	+$10.1M	2.35%	9
2025 Q2	$7.05M	Buy	31,366 +15,605	+99%	+$3.23M	1.42%	19
2025 Q1	$3.17M	Buy	+15,761	New	+$3.36M	0.99%	26

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

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

Triad Wealth Partners sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026, closing a stake of 1,222 shares — an estimated $289K sold.

Triad Wealth Partners first reported a position in MGC in Q1 2025 and held it in 5 quarters. The position peaked at $23.6M in Q4 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Triad Wealth Partners reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2026 after selling out during the quarter.
Triad Wealth Partners sold 1,222 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $289K.
Triad Wealth Partners first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2025 and held it in 5 quarters.
Triad Wealth Partners's Vanguard Morningstar Mega Cap ETF position peaked at $23.6M in Q4 2025.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.