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TrueWealth Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

TrueWealth Advisors’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 		$965K Sell
3,418
-100
-3% -$27.9K 0.22% 90
2026
Q2 		$963K Hold
3,518
– – 0.22% 93
2026
Q1 		$832K Sell
3,518
-80
-2% -$19.9K 0.21% 91
2025
Q4 		$904K Sell
3,598
-871
-19% -$217K 0.23% 81
2025
Q3 		$1.09M Sell
4,469
-4
-0.1% -$936 0.3% 63
2025
Q2 		$1.01M Buy
4,473
+49
+1% +$10.1K 0.3% 63
2025
Q1 		$891K Sell
4,424
-640
-13% -$136K 0.29% 67
2024
Q4 		$1.08M Sell
5,064
-181
-3% -$38.5K 0.36% 61
2024
Q3 		$1.08M Sell
5,245
-137
-3% -$27.3K 0.36% 61
2024
Q2 		$1.06M Buy
5,382
+122
+2% +$22.9K 0.39% 51
2024
Q1 		$983K Sell
5,260
-517
-9% -$92.2K 0.38% 55
2023
Q4 		$978K Sell
5,777
-152
-3% -$24.2K 0.38% 47
2023
Q3 		$900K Sell
5,929
-102
-2% -$16.1K 0.38% 50
2023
Q2 		$944K Sell
6,031
-2,501
-29% -$370K 0.39% 49
2023
Q1 		$1.22M Sell
8,532
-2,124
-20% -$294K 0.51% 45
2022
Q4 		$1.41M Sell
10,656
-2,153
-17% -$288K 0.62% 36
2022
Q3 		$1.6M Sell
12,809
-984
-7% -$137K 0.76% 28
2022
Q2 		$1.82M Sell
13,793
-665
-5% -$95.2K 0.85% 28
2022
Q1 		$2.43M Hold
14,458
– – 1.09% 24
2021
Q4 		$2.43M Buy
14,458
+10,255
+244% +$1.67M 1.09% 24
2021
Q3 		$640K Buy
4,203
+431
+11% +$67.7K 0.36% 59
2021
Q2 		$575K Sell
3,772
-525
-12% -$77.6K 0.34% 58
2021
Q1 		$629K Buy
4,297
+1,330
+45% +$182K 0.41% 53
2020
Q4 		$400K Buy
+2,967
New +$375K 0.34% 57

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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TrueWealth Advisors's MGC Position: Q3 2026 in Review

TrueWealth Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 2.8% in Q3 2026, selling an estimated $27.9K and leaving 3,418 shares worth $965K. The position accounts for 0.22% of the portfolio, ranked #90.

TrueWealth Advisors first reported a position in MGC in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.43M in Q1 2022. 473 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

  • TrueWealth Advisors held 3,418 shares of Vanguard Morningstar Mega Cap ETF worth $965K as of Q3 2026.
  • TrueWealth Advisors sold 100 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $27.9K.
  • Vanguard Morningstar Mega Cap ETF made up 0.22% of TrueWealth Advisors's portfolio in Q3 2026, its #90 holding.
  • TrueWealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • TrueWealth Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $2.43M in Q1 2022.
  • 473 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.