VSM Wealth Advisory, LLC MGC — VANGUARD MEGA CAP ETF

Ownership history in VSM Wealth Advisory, LLC  ·  6 quarters on record

AI Ownership Summary

VSM Wealth Advisory, LLC reported VANGUARD MEGA CAP ETF (MGC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 5.41% in 2025 Q3. The latest visible filing shows MGC at 4.92% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MGC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VSM Wealth Advisory, LLC's position in VANGUARD MEGA CAP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MGC was reported at 4.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.41% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MGC stock page VSM Wealth Advisory, LLC fund profile VSM Wealth Advisory, LLC full holdings
How VSM Wealth Advisory, LLC held MGC — position size vs. price
% of Fund (quarterly)    MGC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 69,634 +95 +0.1% 4.92% $16.5M 2026-05-06 $268.94
2025 Q4 REDUCED — — — 69,539 -1,713 -2.4% 5.25% $17.5M 2026-02-06 $251.28
2025 Q3 ADDED — — — 71,252 +456 +0.6% 5.41% $17.4M 2025-11-13 $246.20
2025 Q2 REDUCED — — — 70,796 -3,252 -4.4% 5.26% $15.9M 2025-08-11 $230.66
2025 Q1 ADDED — — — 74,048 +3,466 +4.9% 5.36% $14.9M 2025-05-06 $199.89
2024 Q4 INITIATED — — — 70,582 — — 5.35% $15.0M 2025-02-11 $216.83

🏢 Other funds also holding MGC

As of 2026 Q1 — sorted by position size

Investment Planning Advisors, Inc. 9.89% Blackston Financial Advisory Group, LLC 3Y 6.02% Colorado Capital Management, Inc. 3Y 7Y 5.24% Procyon Advisors, LLC 3Y 5.1% Verus Financial Partners, Inc. 3Y 7Y 4.64% CABANA LLC 3Y 7Y 4.49% FSA WEALTH PARTNERS, INC. 3Y 7Y 4.47% Praetorian Wealth Management, Inc. 3Y 4.34% FIDUCIARY ADVISORS, INC. 4.25% RETIREMENT FINANCIAL SOLUTIONS, LLC 3Y 3.19%

FAQ About VSM Wealth Advisory, LLC and MGC

These are the practical questions this page is built to answer before you even open the full history table.

How long has VSM Wealth Advisory, LLC reported owning MGC?

VSM Wealth Advisory, LLC reported MGC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported MGC position in VSM Wealth Advisory, LLC's portfolio?

The largest reported portfolio weight for MGC was 5.41% in 2025 Q3.

What is the latest reported MGC position on this page?

The most recent filing on this page is 2026 Q1, when VSM Wealth Advisory, LLC reported 69,634 shares, equal to 4.92% of portfolio, with an estimated market value of $16.5M.

What does the chart on this MGC ownership page compare?

The chart compares VSM Wealth Advisory, LLC's quarterly MGC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did VSM Wealth Advisory, LLC time their MGC position?

Based on 13F filing dates vs. subsequent MGC price moves, VSM Wealth Advisory, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on MGC relative to SPY over the holding period was +0.9%.

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