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VSM Wealth Advisory’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

VSM Wealth Advisory’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 		$19.1M Buy
69,643
+9
+0% +$2.39K 5.06% 3
2026
Q1 		$16.5M Buy
69,634
+95
+0.1% +$23.6K 4.92% 3
2025
Q4 		$17.5M Sell
69,539
-1,713
-2% -$426K 5.25% 3
2025
Q3 		$17.4M Buy
71,252
+456
+0.6% +$107K 5.41% 3
2025
Q2 		$15.9M Sell
70,796
-3,252
-4% -$673K 5.26% 3
2025
Q1 		$14.9M Buy
74,048
+3,466
+5% +$738K 5.36% 3
2024
Q4 		$15M Buy
+70,582
New +$15M 5.35% 3

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

VSM Wealth Advisory's MGC Position: Q2 2026 in Review

VSM Wealth Advisory increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.01% in Q2 2026, buying an estimated $2.39K and bringing the position to 69,643 shares worth $19.1M. The position accounts for 5.06% of the portfolio, ranked #3.

VSM Wealth Advisory first reported a position in MGC in Q4 2024 and has held it in 7 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • VSM Wealth Advisory held 69,643 shares of Vanguard Morningstar Mega Cap ETF worth $19.1M as of Q2 2026.
  • VSM Wealth Advisory bought 9 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $2.39K.
  • Vanguard Morningstar Mega Cap ETF made up 5.06% of VSM Wealth Advisory's portfolio in Q2 2026, its #3 holding.
  • VSM Wealth Advisory first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.