USAdvisors Wealth Management
MGC icon

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
Q3 		$5.2M Buy
18,420
+362
+2% +$101K 1.48% 22
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% 52
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

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 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
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Black Diamond Financial
Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

USAdvisors Wealth Management's MGC Position: Q3 2026 in Review

USAdvisors Wealth Management increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 2% in Q3 2026, buying an estimated $101K and bringing the position to 18,420 shares worth $5.2M. The position accounts for 1.48% of the portfolio, ranked #22.

USAdvisors Wealth Management first reported a position in MGC in Q4 2019 and has held it in 27 quarters since. 221 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

  • USAdvisors Wealth Management held 18,420 shares of Vanguard Morningstar Mega Cap ETF worth $5.2M as of Q3 2026.
  • USAdvisors Wealth Management bought 362 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $101K.
  • Vanguard Morningstar Mega Cap ETF made up 1.48% of USAdvisors Wealth Management's portfolio in Q3 2026, its #22 holding.
  • USAdvisors Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 221 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.