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Wells Financial Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Wells Financial Advisors’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 		– Sell
-274
Closed -$64.8K – 49
2026
Q1 		$64.8K Hold
274
– – 0.29% 35
2025
Q4 		$68.8K Sell
274
-275
-50% -$68.4K 0.13% 49
2025
Q3 		$134K Hold
549
– – 0.18% 48
2025
Q2 		$123K Hold
549
– – 0.17% 48
2025
Q1 		$111K Hold
549
– – 0.15% 47
2024
Q4 		$117K Hold
549
– – 0.16% 49
2024
Q3 		$113K Hold
549
– – 0.15% 49
2024
Q2 		$108K Hold
549
– – 0.07% 59
2024
Q1 		$103K Hold
549
– – 0.07% 49
2023
Q4 		$92.9K Sell
549
-668
-55% -$106K 0.07% 46
2023
Q3 		$185K Hold
1,217
– – 0.14% 39
2023
Q2 		$190K Sell
1,217
-150
-11% -$22.2K 0.14% 38
2023
Q1 		$196K Sell
1,367
-200
-13% -$27.7K 0.16% 40
2022
Q4 		$207K Hold
1,567
– – 0.17% 40
2022
Q3 		$196K Sell
1,567
-35
-2% -$4.86K 0.19% 33
2022
Q2 		$211K Hold
1,602
– – 0.19% 33
2022
Q1 		$255K Hold
1,602
– – 0.21% 34
2021
Q4 		$269K Sell
1,602
-50
-3% -$8.15K 0.21% 34
2021
Q3 		$252K Hold
1,652
– – 0.21% 35
2021
Q2 		$252K Hold
1,652
– – 0.21% 35
2021
Q1 		$232K Hold
1,652
– – 0.21% 37
2020
Q4 		$220K Buy
+1,652
New +$209K 0.19% 34

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

Wells Financial Advisors's MGC Position: Q2 2026 in Review

Wells Financial Advisors sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026, closing a stake of 274 shares — an estimated $64.8K sold.

Wells Financial Advisors first reported a position in MGC in Q4 2020 and held it in 22 quarters. The position peaked at $269K in Q4 2021. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Wells Financial Advisors reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Wells Financial Advisors sold 274 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $64.8K.
  • Wells Financial Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2020 and held it in 22 quarters.
  • Wells Financial Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $269K in Q4 2021.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.