VVP
MGC icon

Venture Visionary Partners’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Venture Visionary Partners’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 		$308K Buy
1,090
+121
+12% +$33.7K 0.01% 569
2026
Q2 		$265K Buy
+969
New +$257K 0.01% 608

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

Venture Visionary Partners's MGC Position: Q3 2026 in Review

Venture Visionary Partners increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 12% in Q3 2026, buying an estimated $33.7K and bringing the position to 1,090 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #569.

Venture Visionary Partners first reported a position in MGC in Q2 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

  • Venture Visionary Partners held 1,090 shares of Vanguard Morningstar Mega Cap ETF worth $308K as of Q3 2026.
  • Venture Visionary Partners bought 121 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $33.7K.
  • Vanguard Morningstar Mega Cap ETF made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #569 holding.
  • Venture Visionary Partners first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.