Advisor OS’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Advisor OS’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	$1.69M	Hold	6,159	–	–	0.11%	137
2026 Q1	$1.46M	Buy	6,159 +418	+7%	+$104K	0.11%	139
2025 Q4	$1.44M	Sell	5,741 -46	-0.8%	-$11.4K	0.12%	120
2025 Q3	$1.41M	Buy	5,787 +164	+3%	+$38.4K	0.12%	106
2025 Q2	$1.26M	Hold	5,623	–	–	0.12%	115
2025 Q1	$1.13M	Hold	5,623	–	–	0.13%	111
2024 Q4	$1.2M	Buy	5,623 +7	+0.1%	+$1.49K	0.14%	107
2024 Q3	$1.16M	Buy	5,616 +19	+0.3%	+$3.79K	0.12%	139
2024 Q2	$1.1M	Sell	5,597 -7	-0.1%	-$1.32K	0.12%	150
2024 Q1	$1.05M	Sell	5,604 -87	-2%	-$15.5K	0.12%	160
2023 Q4	$963K	Buy	5,691 +16	+0.3%	+$2.54K	0.13%	144
2023 Q3	$862K	Buy	5,675 +339	+6%	+$53.4K	0.13%	146
2023 Q2	$835K	Buy	+5,336	New	+$789K	0.14%	152

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

Advisor OS's MGC Position: Q2 2026 in Review

Advisor OS held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 6,159 shares worth $1.69M. The position accounts for 0.11% of the portfolio, ranked #137.

Advisor OS first reported a position in MGC in Q2 2023 and has held it in 13 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Advisor OS held 6,159 shares of Vanguard Morningstar Mega Cap ETF worth $1.69M as of Q2 2026.
Advisor OS left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.11% of Advisor OS's portfolio in Q2 2026, its #137 holding.
Advisor OS first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2023 and has held it in 13 quarters since.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.