West Wealth Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

West Wealth 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	$643K	Sell	2,349 -416	-15%	-$111K	0.11%	69
2026 Q1	$654K	Sell	2,765 -100,961	-97%	-$25.1M	0.13%	59
2025 Q4	$26.1M	Buy	103,726 +6,920	+7%	+$1.72M	5.41%	5
2025 Q3	$23.6M	Buy	96,806 +38,589	+66%	+$9.03M	5.32%	7
2025 Q2	$13.4M	Buy	58,217 +17,707	+44%	+$3.66M	3.34%	11
2025 Q1	$8.19M	Buy	40,510 +27,931	+222%	+$5.95M	2.42%	14
2024 Q4	$2.68M	Buy	12,579 +1,109	+10%	+$236K	0.8%	21
2024 Q3	$2.37M	Buy	11,470 +674	+6%	+$134K	0.77%	20
2024 Q2	$2.13M	Buy	10,796 +1,271	+13%	+$239K	0.75%	21
2024 Q1	$1.78M	Buy	+9,525	New	+$1.7M	0.66%	24

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

West Wealth Group's MGC Position: Q2 2026 in Review

West Wealth Group reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 15% in Q2 2026, selling an estimated $111K and leaving 2,349 shares worth $643K. The position accounts for 0.11% of the portfolio, ranked #69.

West Wealth Group first reported a position in MGC in Q1 2024 and has held it in 10 quarters since. The position peaked at $26.1M in Q4 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

West Wealth Group held 2,349 shares of Vanguard Morningstar Mega Cap ETF worth $643K as of Q2 2026.
West Wealth Group sold 416 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $111K.
Vanguard Morningstar Mega Cap ETF made up 0.11% of West Wealth Group's portfolio in Q2 2026, its #69 holding.
West Wealth Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2024 and has held it in 10 quarters since.
West Wealth Group's Vanguard Morningstar Mega Cap ETF position peaked at $26.1M in Q4 2025.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.