WFAG
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Wescott Financial Advisory Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Wescott Financial Advisory Group’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 		$1.12M Buy
4,085
+9
+0.2% +$2.39K 0.09% 97
2026
Q1 		$963K Sell
4,076
-158
-4% -$39.2K 0.08% 100
2025
Q4 		$1.06M Buy
4,234
+19
+0.5% +$4.72K 0.09% 96
2025
Q3 		$1.03M Sell
4,215
-215
-5% -$50.3K 0.09% 92
2025
Q2 		$996K Hold
4,430
– – 0.1% 91
2025
Q1 		$892K Buy
4,430
+13
+0.3% +$2.77K 0.09% 84
2024
Q4 		$939K Sell
4,417
-1,760
-28% -$374K 0.1% 84
2024
Q3 		$1.28M Sell
6,177
-271
-4% -$54.1K 0.14% 78
2024
Q2 		$1.27M Hold
6,448
– – 0.15% 74
2024
Q1 		$1.2M Sell
6,448
-247
-4% -$44.1K 0.15% 71
2023
Q4 		$1.13M Buy
6,695
+25
+0.4% +$3.98K 0.16% 68
2023
Q3 		$1.01M Buy
6,670
+24
+0.4% +$3.78K 0.19% 67
2023
Q2 		$1.04M Buy
6,646
+23
+0.3% +$3.4K 0.18% 68
2023
Q1 		$948K Buy
6,623
+223
+3% +$30.9K 0.21% 69
2022
Q4 		$847K Sell
6,400
-21
-0.3% -$2.81K 0.18% 71
2022
Q3 		$801K Hold
6,421
– – 0.22% 61
2022
Q2 		$846K Buy
6,421
+24
+0.4% +$3.44K 0.23% 58
2022
Q1 		$1.02M Buy
+6,397
New +$1M 0.26% 53

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

Wescott Financial Advisory Group's MGC Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.22% in Q2 2026, buying an estimated $2.39K and bringing the position to 4,085 shares worth $1.12M. The position accounts for 0.09% of the portfolio, ranked #97.

Wescott Financial Advisory Group first reported a position in MGC in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.28M in Q3 2024. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Wescott Financial Advisory Group held 4,085 shares of Vanguard Morningstar Mega Cap ETF worth $1.12M as of Q2 2026.
  • Wescott Financial Advisory Group bought 9 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $2.39K.
  • Vanguard Morningstar Mega Cap ETF made up 0.09% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #97 holding.
  • Wescott Financial Advisory Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Wescott Financial Advisory Group's Vanguard Morningstar Mega Cap ETF position peaked at $1.28M in Q3 2024.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.