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

Apella 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 		$57.9M Sell
211,482
-5,855
-3% -$1.56M 0.82% 29
2026
Q1 		$56.4M Sell
217,337
-23,754
-10% -$5.89M 0.84% 25
2025
Q4 		$60.6M Sell
241,091
-47,562
-16% -$11.8M 1.2% 17
2025
Q3 		$70M Sell
288,653
-38,791
-12% -$9.07M 1.56% 15
2025
Q2 		$73.9M Buy
327,444
+4,140
+1% +$857K 2% 10
2025
Q1 		$63.6M Sell
323,304
-83,840
-21% -$17.9M 2.18% 10
2024
Q4 		$86.6M Sell
407,144
-34,073
-8% -$7.24M 3.32% 7
2024
Q3 		$90.2M Buy
441,217
+56,991
+15% +$11.4M 3.71% 6
2024
Q2 		$77.8M Buy
384,226
+63,894
+20% +$12M 3.48% 7
2024
Q1 		$59.4M Buy
320,332
+69,092
+28% +$12.3M 3% 7
2023
Q4 		$41.8M Buy
251,240
+97,627
+64% +$15.5M 2.33% 10
2023
Q3 		$23.3M Buy
153,613
+31,527
+26% +$4.97M 1.65% 18
2023
Q2 		$19.1M Buy
+122,086
New +$18M 1.36% 22
2022
Q4 		$12.3M Buy
92,628
+42,807
+86% +$5.72M 1.12% 25
2022
Q3 		$6.22M Buy
49,821
+6,899
+16% +$958K 0.72% 33
2022
Q2 		$5.66M Sell
42,922
-2,307
-5% -$330K 0.68% 35
2022
Q1 		$7.19M Sell
45,229
-650
-1% -$102K 1.01% 29
2021
Q4 		$7.71M Buy
45,879
+130
+0.3% +$21.2K 0.98% 29
2021
Q3 		$6.97M Buy
45,749
+1,362
+3% +$214K 1% 25
2021
Q2 		$6.76M Buy
44,387
+911
+2% +$135K 1.11% 21
2021
Q1 		$6.1M Sell
43,476
-778
-2% -$107K 1.92% 14
2020
Q4 		$5.91M Sell
44,254
-660
-1% -$83.5K 2.07% 13
2020
Q3 		$5.38M Buy
44,914
+4,556
+11% +$538K 2.16% 12
2020
Q2 		$4.42M Buy
40,358
+2,266
+6% +$234K 2.06% 13
2020
Q1 		$3.46M Buy
+38,092
New +$4.06M 2.02% 11

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

Apella Capital's MGC Position: Q2 2026 in Review

Apella Capital reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 2.7% in Q2 2026, selling an estimated $1.56M and leaving 211,482 shares worth $57.9M. The position accounts for 0.82% of the portfolio, ranked #29.

Apella Capital first reported a position in MGC in Q1 2020 and has held it in 25 quarters since. The position peaked at $90.2M in Q3 2024. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Apella Capital held 211,482 shares of Vanguard Morningstar Mega Cap ETF worth $57.9M as of Q2 2026.
  • Apella Capital sold 5,855 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $1.56M.
  • Vanguard Morningstar Mega Cap ETF made up 0.82% of Apella Capital's portfolio in Q2 2026, its #29 holding.
  • Apella Capital first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's Vanguard Morningstar Mega Cap ETF position peaked at $90.2M in Q3 2024.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.