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 Q2	$314K	Buy	1,146 +182	+19%	+$48.3K	﹤0.01%	978
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 Chicago, Illinois $424B AUM 22.9% 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

Wealthspire Advisors (New York)'s MGC Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 19% in Q2 2026, buying an estimated $48.3K and bringing the position to 1,146 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Wealthspire Advisors (New York) first reported a position in MGC in Q4 2024 and has held it in 6 quarters since. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Wealthspire Advisors (New York) held 1,146 shares of Vanguard Morningstar Mega Cap ETF worth $314K as of Q2 2026.
Wealthspire Advisors (New York) bought 182 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $48.3K.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #978 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and has held it in 6 quarters since.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.