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AMG National Trust Bank’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

AMG National Trust Bank’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 		$1.21M Sell
4,410
-75
-2% -$19.9K 0.02% 252
2026
Q1 		$1.06M Hold
4,485
– – 0.02% 308
2025
Q4 		$1.13M Hold
4,485
– – 0.03% 286
2025
Q3 		$1.09M Hold
4,485
– – 0.03% 284
2025
Q2 		$1.01M Hold
4,485
– – 0.03% 294
2025
Q1 		$903K Hold
4,485
– – 0.03% 300
2024
Q4 		$954K Sell
4,485
-210
-4% -$44.6K 0.03% 292
2024
Q3 		$970K Sell
4,695
-260
-5% -$51.9K 0.03% 297
2024
Q2 		$978K Hold
4,955
– – 0.03% 300
2024
Q1 		$926K Hold
4,955
– – 0.03% 300
2023
Q4 		$839K Sell
4,955
-475
-9% -$75.5K 0.03% 295
2023
Q3 		$825K Hold
5,430
– – 0.03% 296
2023
Q2 		$850K Hold
5,430
– – 0.03% 290
2023
Q1 		$777K Sell
5,430
-285
-5% -$39.5K 0.03% 315
2022
Q4 		$757K Buy
5,715
+105
+2% +$14K 0.03% 304
2022
Q3 		$700K Hold
5,610
– – 0.03% 312
2022
Q2 		$807K Buy
5,610
+820
+17% +$117K 0.03% 290
2022
Q1 		$762K Hold
4,790
– – 0.02% 303
2021
Q4 		$805K Hold
4,790
– – 0.02% 314
2021
Q3 		$730K Hold
4,790
– – 0.02% 319
2021
Q2 		$730K Hold
4,790
– – 0.02% 317
2021
Q1 		$672K Hold
4,790
– – 0.02% 319
2020
Q4 		$639K Buy
4,790
+155
+3% +$19.6K 0.02% 316
2020
Q3 		$556K Sell
4,635
-1,140
-20% -$135K 0.02% 304
2020
Q2 		$632K Buy
+5,775
New +$597K 0.03% 286

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AMG National Trust Bank's MGC Position: Q2 2026 in Review

AMG National Trust Bank reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1.7% in Q2 2026, selling an estimated $19.9K and leaving 4,410 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #252.

AMG National Trust Bank first reported a position in MGC in Q2 2020 and has held it in 25 quarters since. 338 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • AMG National Trust Bank held 4,410 shares of Vanguard Morningstar Mega Cap ETF worth $1.21M as of Q2 2026.
  • AMG National Trust Bank sold 75 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $19.9K.
  • Vanguard Morningstar Mega Cap ETF made up 0.02% of AMG National Trust Bank's portfolio in Q2 2026, its #252 holding.
  • AMG National Trust Bank first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 338 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.