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

USAdvisors 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 		$4.94M Sell
18,058
-2,124
-11% -$564K 1.42% 24
2026
Q1 		$4.63M Sell
20,182
-236
-1% -$58.6K 1.54% 20
2025
Q4 		$5.13M Buy
20,418
+175
+0.9% +$43.5K 1.69% 17
2025
Q3 		$4.94M Buy
20,243
+973
+5% +$228K 1.7% 16
2025
Q2 		$4.34M Sell
19,270
-1,015
-5% -$210K 1.61% 21
2025
Q1 		$4.08M Sell
20,285
-501
-2% -$107K 1.42% 21
2024
Q4 		$4.42M Buy
20,786
+509
+3% +$108K 1.44% 24
2024
Q3 		$4.17M Buy
20,277
+764
+4% +$152K 1.46% 23
2024
Q2 		$3.85M Buy
19,513
+1,103
+6% +$207K 1.35% 25
2024
Q1 		$3.44M Buy
18,410
+3,430
+23% +$612K 1.3% 26
2023
Q4 		$2.54M Buy
14,980
+5,049
+51% +$803K 1.05% 33
2023
Q3 		$1.51M Buy
9,931
+1,084
+12% +$171K 0.67% 41
2023
Q2 		$1.39M Buy
8,847
+313
+4% +$46.3K 0.66% 44
2023
Q1 		$1.22M Buy
8,534
+575
+7% +$79.6K 0.58% 49
2022
Q4 		$1.05M Buy
7,959
+1,154
+17% +$154K 0.51% 51
2022
Q3 		$849K Buy
6,805
+376
+6% +$52.2K 0.43% 57
2022
Q2 		$848K Buy
6,429
+195
+3% +$27.9K 0.43% 55
2022
Q1 		$991K Sell
6,234
-3,369
-35% -$529K 0.42% 59
2021
Q4 		$1.61M Sell
9,603
-5,309
-36% -$866K 0.66% 37
2021
Q3 		$2.27M Buy
14,912
+8,694
+140% +$1.37M 0.98% 28
2021
Q2 		$947K Buy
6,218
+1,866
+43% +$276K 0.51% 47
2021
Q1 		$610K Buy
4,352
+257
+6% +$35.2K 0.3% 68
2020
Q4 		$546K Sell
4,095
-1,440
-26% -$182K 0.26% 57
2020
Q3 		$663K Buy
5,535
+9
+0.2% +$1.06K 0.1% 48
2020
Q2 		$605K Buy
+5,526
New +$572K 0.32% 45
2020
Q1 		– Sell
-2,018
Closed -$225K – 86
2019
Q4 		$225K Buy
+2,018
New +$215K 0.12% 78

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

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

USAdvisors Wealth Management reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 11% in Q2 2026, selling an estimated $564K and leaving 18,058 shares worth $4.94M. The position accounts for 1.42% of the portfolio, ranked #24.

USAdvisors Wealth Management first reported a position in MGC in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.13M in Q4 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • USAdvisors Wealth Management held 18,058 shares of Vanguard Morningstar Mega Cap ETF worth $4.94M as of Q2 2026.
  • USAdvisors Wealth Management sold 2,124 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $564K.
  • Vanguard Morningstar Mega Cap ETF made up 1.42% of USAdvisors Wealth Management's portfolio in Q2 2026, its #24 holding.
  • USAdvisors Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • USAdvisors Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $5.13M in Q4 2025.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.