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Wealthspire Advisors (New York)’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$228K Buy
964
+14
+1% +$3.47K ﹤0.01% 814
2025
Q4 		$239K Buy
950
+28
+3% +$6.96K ﹤0.01% 898
2025
Q3 		$225K Hold
922
– – ﹤0.01% 754
2025
Q2 		$207K Buy
+922
New +$191K ﹤0.01% 785
2025
Q1 		– Sell
-973
Closed -$207K – 816
2024
Q4 		$207K Buy
+973
New +$207K ﹤0.01% 740

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 $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Wealthspire Advisors (New York)'s MGC Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1.5% in Q1 2026, buying an estimated $3.47K and bringing the position to 964 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Wealthspire Advisors (New York) first reported a position in MGC in Q4 2024 and has held it in 5 quarters since. The position peaked at $239K in Q4 2025. 506 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Wealthspire Advisors (New York) held 964 shares of Vanguard Morningstar Mega Cap ETF worth $228K as of Q1 2026.
  • Wealthspire Advisors (New York) bought 14 Vanguard Morningstar Mega Cap ETF shares in Q1 2026, an estimated $3.47K.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #814 holding.
  • Wealthspire Advisors (New York) first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • Wealthspire Advisors (New York)'s Vanguard Morningstar Mega Cap ETF position peaked at $239K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.