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Allworth Financial’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Allworth Financial’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 		$1.44M Buy
5,246
+402
+8% +$107K 0.01% 617
2026
Q1 		$1.14M Sell
4,844
-397
-8% -$98.5K ﹤0.01% 670
2025
Q4 		$1.32M Buy
5,241
+4
+0.1% +$994 0.01% 617
2025
Q3 		$1.28M Sell
5,237
-576
-10% -$135K 0.01% 598
2025
Q2 		$1.31M Buy
5,813
+3,947
+212% +$817K 0.01% 573
2025
Q1 		$368K Buy
1,866
+578
+45% +$123K ﹤0.01% 763
2024
Q4 		$283K Buy
1,288
+992
+335% +$211K ﹤0.01% 841
2024
Q3 		$61.2K Hold
296
– – ﹤0.01% 1311
2024
Q2 		$58.7K Hold
296
– – ﹤0.01% 1308
2024
Q1 		$55.4K Hold
296
– – ﹤0.01% 1265
2023
Q4 		$50.2K Hold
296
– – ﹤0.01% 1203
2023
Q3 		$45K Hold
296
– – ﹤0.01% 1159
2023
Q2 		$46.4K Hold
296
– – ﹤0.01% 1150
2023
Q1 		$42.4K Hold
296
– – ﹤0.01% 1131
2022
Q4 		$39.2K Hold
296
– – ﹤0.01% 1104
2022
Q3 		$37K Sell
296
-7
-2% -$972 ﹤0.01% 1070
2022
Q2 		$40K Buy
303
+1
+0.3% +$143 ﹤0.01% 977
2022
Q1 		$48K Buy
302
+1
+0.3% +$157 ﹤0.01% 910
2021
Q4 		$51K Buy
301
+2
+0.7% +$326 ﹤0.01% 835
2021
Q3 		$46K Hold
299
– – ﹤0.01% 801
2021
Q2 		$46K Buy
299
+1
+0.3% +$148 ﹤0.01% 643
2021
Q1 		$42K Buy
298
+1
+0.3% +$137 ﹤0.01% 608
2020
Q4 		$40K Buy
297
+1
+0.3% +$126 ﹤0.01% 516
2020
Q3 		$36K Buy
296
+1
+0.3% +$118 ﹤0.01% 469
2020
Q2 		$32K Buy
295
+1
+0.3% +$103 ﹤0.01% 492
2020
Q1 		$27K Buy
294
+2
+0.7% +$213 ﹤0.01% 510
2019
Q4 		$33K Buy
+292
New +$31.2K ﹤0.01% 438
2018
Q4 		– Sell
-11
Closed -$1K – 910
2018
Q3 		$1K Buy
+11
New +$1.08K ﹤0.01% 850

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

Allworth Financial's MGC Position: Q2 2026 in Review

Allworth Financial increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 8.3% in Q2 2026, buying an estimated $107K and bringing the position to 5,246 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #617.

Allworth Financial first reported a position in MGC in Q3 2018 and has held it in 28 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Allworth Financial held 5,246 shares of Vanguard Morningstar Mega Cap ETF worth $1.44M as of Q2 2026.
  • Allworth Financial bought 402 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $107K.
  • Vanguard Morningstar Mega Cap ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #617 holding.
  • Allworth Financial first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2018 and has held it in 28 quarters since.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.