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

TriaGen 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
Q2 		$13.2M Buy
48,100
+12
+0% +$3.19K 3.29% 6
2026
Q1 		$11.4M Buy
48,088
+567
+1% +$141K 3.1% 7
2025
Q4 		$11.9M Sell
47,521
-31
-0.1% -$7.71K 3.09% 6
2025
Q3 		$11.6M Buy
47,552
+501
+1% +$117K 3.03% 5
2025
Q2 		$10.6M Buy
47,051
+1,042
+2% +$216K 3.21% 5
2025
Q1 		$9.27M Sell
46,009
-305
-0.7% -$65K 3.27% 5
2024
Q4 		$9.85M Sell
46,314
-19
-0% -$4.04K 3.32% 6
2024
Q3 		$9.57M Buy
46,333
+2,355
+5% +$470K 3.21% 5
2024
Q2 		$8.68M Buy
43,978
+1,668
+4% +$314K 3.35% 6
2024
Q1 		$7.91M Buy
42,310
+1,562
+4% +$279K 3.28% 7
2023
Q4 		$6.9M Buy
40,748
+658
+2% +$105K 3.29% 5
2023
Q3 		$6.09M Buy
40,090
+908
+2% +$143K 3.11% 6
2023
Q2 		$6.13M Buy
39,182
+1,143
+3% +$169K 2.8% 5
2023
Q1 		$5.44M Buy
38,039
+1,223
+3% +$169K 2.74% 5
2022
Q4 		$4.87M Buy
36,816
+785
+2% +$105K 2.71% 4
2022
Q3 		$4.5M Buy
36,031
+8,633
+32% +$1.2M 2.48% 8
2022
Q2 		$3.61M Buy
27,398
+345
+1% +$49.4K 2.57% 7
2022
Q1 		$4.3M Sell
27,053
-626
-2% -$98.2K 2.23% 4
2021
Q4 		$4.65M Buy
27,679
+338
+1% +$55.1K 2.3% 4
2021
Q3 		$4.17M Buy
27,341
+618
+2% +$97.1K 2.27% 4
2021
Q2 		$4.17M Buy
26,723
+3,439
+15% +$509K 2.15% 4
2021
Q1 		$3.27M Sell
23,284
-1,900
-8% -$260K 1.88% 8
2020
Q4 		$3.36M Buy
+25,184
New +$3.19M 1.97% 5

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

TriaGen Wealth Management's MGC Position: Q2 2026 in Review

TriaGen Wealth Management increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.02% in Q2 2026, buying an estimated $3.19K and bringing the position to 48,100 shares worth $13.2M. The position accounts for 3.29% of the portfolio, ranked #6.

TriaGen Wealth Management first reported a position in MGC in Q4 2020 and has held it in 23 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • TriaGen Wealth Management held 48,100 shares of Vanguard Morningstar Mega Cap ETF worth $13.2M as of Q2 2026.
  • TriaGen Wealth Management bought 12 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $3.19K.
  • Vanguard Morningstar Mega Cap ETF made up 3.29% of TriaGen Wealth Management's portfolio in Q2 2026, its #6 holding.
  • TriaGen Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.