Advisory Alpha’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Advisory Alpha’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	$274K	Buy	+1,000	New	+$266K	0.01%	494
2022 Q2	–	Sell	-1,663	Closed	-$264K	–	265
2022 Q1	$264K	Buy	+1,663	New	+$261K	0.02%	228
2020 Q4	–	Sell	-40	Closed	-$5K	–	431
2020 Q3	$5K	Buy	+40	New	+$4.72K	﹤0.01%	515

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

Advisory Alpha's MGC Position: Q2 2026 in Review

Advisory Alpha opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026: 1,000 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: Advisory Alpha previously reported a position in MGC as recently as Q1 2022.

Advisory Alpha first reported a position in MGC in Q3 2020 and has held it in 3 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Advisory Alpha held 1,000 shares of Vanguard Morningstar Mega Cap ETF worth $274K as of Q2 2026.
Vanguard Morningstar Mega Cap ETF was a new Advisory Alpha position in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #494 holding.
Advisory Alpha first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2020 and has held it in 3 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.