Triumph Capital Management
MGC icon

Triumph Capital Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Triumph Capital 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
Q3 		$282 Hold
1
– – ﹤0.01% 1826
2026
Q2 		$274 Hold
1
– – ﹤0.01% 1784
2026
Q1 		$236 Hold
1
– – ﹤0.01% 1755
2025
Q4 		$251 Buy
+1
New +$249 ﹤0.01% 1714

Other funds holding MGC

New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Leavell Investment Management
Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Verus Financial Partners
Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return

Triumph Capital Management's MGC Position: Q3 2026 in Review

Triumph Capital Management held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q3 2026 at 1 share worth $282. The position accounts for ﹤0.01% of the portfolio, ranked #1826.

Triumph Capital Management first reported a position in MGC in Q4 2025 and has held it in 4 quarters since. 352 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

  • Triumph Capital Management held 1 share of Vanguard Morningstar Mega Cap ETF worth $282 as of Q3 2026.
  • Triumph Capital Management left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1826 holding.
  • Triumph Capital Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 352 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.