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

Wealth Enhancement Advisory Services’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	$16.9M	Buy	61,076 +606	+1%	+$161K	0.03%	492
2026 Q1	$14.4M	Sell	60,470 -31,950	-35%	-$7.93M	0.03%	485
2025 Q4	$23.5M	Buy	92,420 +2,022	+2%	+$503K	0.03%	436
2025 Q3	$22.2M	Buy	90,398 +1,817	+2%	+$425K	0.03%	430
2025 Q2	$20.1M	Buy	88,581 +8,693	+11%	+$1.8M	0.03%	419
2025 Q1	$16.1M	Buy	79,888 +41,050	+106%	+$8.74M	0.03%	457
2024 Q4	$8.26M	Sell	38,838 -1,076	-3%	-$229K	0.02%	624
2024 Q3	$8.25M	Sell	39,914 -501	-1%	-$100K	0.02%	579
2024 Q2	$7.97M	Buy	40,415 +1,895	+5%	+$356K	0.02%	547
2024 Q1	$7.2M	Buy	38,520 +1,903	+5%	+$339K	0.02%	563
2023 Q4	$6.2M	Buy	36,617 +8,392	+30%	+$1.33M	0.02%	553
2023 Q3	$4.29M	Buy	+28,225	New	+$4.44M	0.01%	621

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Wealth Enhancement Advisory Services's MGC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1% in Q2 2026, buying an estimated $161K and bringing the position to 61,076 shares worth $16.9M. The position accounts for 0.03% of the portfolio, ranked #492.

Wealth Enhancement Advisory Services first reported a position in MGC in Q3 2023 and has held it in 12 quarters since. The position peaked at $23.5M in Q4 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Wealth Enhancement Advisory Services held 61,076 shares of Vanguard Morningstar Mega Cap ETF worth $16.9M as of Q2 2026.
Wealth Enhancement Advisory Services bought 606 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $161K.
Vanguard Morningstar Mega Cap ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #492 holding.
Wealth Enhancement Advisory Services first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Vanguard Morningstar Mega Cap ETF position peaked at $23.5M in Q4 2025.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.