VisionPoint Advisory Group
MGC icon

VisionPoint Advisory Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

VisionPoint Advisory Group’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 		$228K Sell
808
-22
-3% -$6.13K 0.04% 410
2026
Q2 		$227K Buy
+830
New +$220K 0.04% 430

Other funds holding MGC

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
RFS
Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
SWL
STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM

VisionPoint Advisory Group's MGC Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 2.7% in Q3 2026, selling an estimated $6.13K and leaving 808 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #410.

VisionPoint Advisory Group first reported a position in MGC in Q2 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

  • VisionPoint Advisory Group held 808 shares of Vanguard Morningstar Mega Cap ETF worth $228K as of Q3 2026.
  • VisionPoint Advisory Group sold 22 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $6.13K.
  • Vanguard Morningstar Mega Cap ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #410 holding.
  • VisionPoint Advisory Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.