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 Q3	$637K	Sell	2,256 -93	-4%	-$25.9K	0.1%	68
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

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

West Wealth Group's MGC Position: Q3 2026 in Review

West Wealth Group reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 4% in Q3 2026, selling an estimated $25.9K and leaving 2,256 shares worth $637K. The position accounts for 0.1% of the portfolio, ranked #68.

West Wealth Group first reported a position in MGC in Q1 2024 and has held it in 11 quarters since. The position peaked at $26.1M in Q4 2025. 164 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

West Wealth Group held 2,256 shares of Vanguard Morningstar Mega Cap ETF worth $637K as of Q3 2026.
West Wealth Group sold 93 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $25.9K.
Vanguard Morningstar Mega Cap ETF made up 0.1% of West Wealth Group's portfolio in Q3 2026, its #68 holding.
West Wealth Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2024 and has held it in 11 quarters since.
West Wealth Group's Vanguard Morningstar Mega Cap ETF position peaked at $26.1M in Q4 2025.
164 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.