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

Advisory Services Network’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 		$380K Buy
1,390
+27
+2% +$7.17K ﹤0.01% 1577
2026
Q1 		$322K Sell
1,363
-1,190
-47% -$295K ﹤0.01% 1542
2025
Q4 		$641K Buy
2,553
+62
+2% +$15.4K 0.01% 1090
2025
Q3 		$608K Hold
2,491
– – 0.01% 1098
2025
Q2 		$573K Sell
2,491
-154
-6% -$31.9K 0.01% 1096
2025
Q1 		$533K Sell
2,645
-277
-9% -$59K 0.01% 1028
2024
Q4 		$621K Buy
2,922
+74
+3% +$15.7K 0.01% 947
2024
Q3 		$562K Hold
2,848
– – 0.01% 935
2024
Q2 		$562K Buy
2,848
+283
+11% +$53.2K 0.01% 935
2024
Q1 		$479K Buy
2,565
+216
+9% +$38.5K 0.01% 978
2023
Q4 		$398K Hold
2,349
– – 0.01% 993
2023
Q3 		$357K Hold
2,349
– – 0.01% 1066
2023
Q2 		$367K Sell
2,349
-55
-2% -$8.13K 0.01% 1041
2023
Q1 		$344K Hold
2,404
– – 0.01% 1071
2022
Q4 		$318K Sell
2,404
-29
-1% -$3.87K 0.01% 1055
2022
Q3 		$304K Sell
2,433
-170
-7% -$23.6K 0.01% 1019
2022
Q2 		$343K Buy
2,603
+812
+45% +$116K 0.01% 1001
2022
Q1 		$285K Sell
1,791
-1,076
-38% -$169K 0.01% 1181
2021
Q4 		$482K Sell
2,867
-1,000
-26% -$163K 0.01% 907
2021
Q3 		$589K Hold
3,867
– – 0.02% 809
2021
Q2 		$589K Hold
3,867
– – 0.02% 819
2021
Q1 		$542K Hold
3,867
– – 0.02% 809
2020
Q4 		$516K Hold
3,867
– – 0.02% 723
2020
Q3 		$464K Hold
3,867
– – 0.02% 655
2020
Q2 		$423K Hold
3,867
– – 0.02% 663
2020
Q1 		$352K Buy
+3,867
New +$412K 0.02% 627

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Advisory Services Network's MGC Position: Q2 2026 in Review

Advisory Services Network increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 2% in Q2 2026, buying an estimated $7.17K and bringing the position to 1,390 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Advisory Services Network first reported a position in MGC in Q1 2020 and has held it in 26 quarters since. The position peaked at $641K in Q4 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Advisory Services Network held 1,390 shares of Vanguard Morningstar Mega Cap ETF worth $380K as of Q2 2026.
  • Advisory Services Network bought 27 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $7.17K.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1577 holding.
  • Advisory Services Network first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Advisory Services Network's Vanguard Morningstar Mega Cap ETF position peaked at $641K in Q4 2025.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.