AlphaCore Capital’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

AlphaCore Capital’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	$16.2M	Buy	59,174 +352	+0.6%	+$93.5K	0.3%	84
2026 Q1	$13.9M	Buy	58,822 +325	+0.6%	+$80.7K	0.33%	77
2025 Q4	$14.7M	Sell	58,497 -16,671	-22%	-$4.14M	0.33%	76
2025 Q3	$18.4M	Sell	75,168 -2,571	-3%	-$601K	0.62%	37
2025 Q2	$17.5M	Buy	77,739 +66,985	+623%	+$13.9M	0.67%	35
2025 Q1	$2.17M	Buy	+10,754	New	+$2.29M	0.18%	111

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

AlphaCore Capital's MGC Position: Q2 2026 in Review

AlphaCore Capital increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.6% in Q2 2026, buying an estimated $93.5K and bringing the position to 59,174 shares worth $16.2M. The position accounts for 0.3% of the portfolio, ranked #84.

AlphaCore Capital first reported a position in MGC in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.4M in Q3 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

AlphaCore Capital held 59,174 shares of Vanguard Morningstar Mega Cap ETF worth $16.2M as of Q2 2026.
AlphaCore Capital bought 352 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $93.5K.
Vanguard Morningstar Mega Cap ETF made up 0.3% of AlphaCore Capital's portfolio in Q2 2026, its #84 holding.
AlphaCore Capital first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2025 and has held it in 6 quarters since.
AlphaCore Capital's Vanguard Morningstar Mega Cap ETF position peaked at $18.4M in Q3 2025.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.