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

Valeo Financial 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 		– Sell
-757
Closed -$207K – 889
2026
Q2 		$207K Buy
+757
New +$201K ﹤0.01% 749
2026
Q1 		– Sell
-822
Closed -$206K – 846
2025
Q4 		$206K Hold
822
– – ﹤0.01% 752
2025
Q3 		$201K Buy
+822
New +$192K ﹤0.01% 760

Other funds holding MGC

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valeo Financial Advisors's MGC Position: Q3 2026 in Review

Valeo Financial Advisors sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2026, closing a stake of 757 shares — an estimated $207K sold.

Valeo Financial Advisors first reported a position in MGC in Q3 2025 and held it in 3 quarters. The position peaked at $207K in Q2 2026. 26 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

  • Valeo Financial Advisors reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 757 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $207K.
  • Valeo Financial Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2025 and held it in 3 quarters.
  • Valeo Financial Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $207K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.