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

Ameritas Advisory Services’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	$605K	Buy	+2,211	New	+$587K	0.01%	722
2025 Q3	–	Sell	-3,295	Closed	-$741K	–	2614
2025 Q2	$741K	Sell	3,295 -2,333	-41%	-$483K	0.04%	414
2025 Q1	$1.15M	Buy	5,628 +3,196	+131%	+$681K	0.05%	360
2024 Q4	$517K	Sell	2,432 -240	-9%	-$51K	0.02%	583
2024 Q3	$552K	Sell	2,672 -187	-7%	-$37.3K	0.02%	524
2024 Q2	$564K	Buy	2,859 +1	+0%	+$188	0.02%	557
2024 Q1	$525K	Sell	2,858 -216	-7%	-$38.5K	0.02%	541
2023 Q4	$536K	Sell	3,074 -2,870	-48%	-$456K	0.03%	413
2023 Q3	$909K	Buy	5,944 +1,429	+32%	+$225K	0.05%	357
2023 Q2	$699K	Sell	4,515 -1,327	-23%	-$196K	0.09%	231
2023 Q1	$838K	Buy	5,842 +94	+2%	+$13K	0.04%	357
2022 Q4	$761K	Buy	5,748 +3,263	+131%	+$436K	0.04%	419
2022 Q3	$310K	Buy	2,485 +97	+4%	+$13.5K	0.02%	571
2022 Q2	$315K	Sell	2,388 -928	-28%	-$133K	0.02%	602
2022 Q1	$527K	Buy	3,316 +1,387	+72%	+$218K	0.02%	491
2021 Q4	$324K	Buy	+1,929	New	+$315K	0.01%	626

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

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

Ameritas Advisory Services opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026: 2,211 shares worth $605K. The stake represents 0.01% of the portfolio and ranks #722 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in MGC as recently as Q2 2025.

Ameritas Advisory Services first reported a position in MGC in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.15M in Q1 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Ameritas Advisory Services held 2,211 shares of Vanguard Morningstar Mega Cap ETF worth $605K as of Q2 2026.
Vanguard Morningstar Mega Cap ETF was a new Ameritas Advisory Services position in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #722 holding.
Ameritas Advisory Services first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2021 and has held it in 16 quarters since.
Ameritas Advisory Services's Vanguard Morningstar Mega Cap ETF position peaked at $1.15M in Q1 2025.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.