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

Apollon 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	$654K	Buy	2,391 +76	+3%	+$20.2K	0.08%	174
2026 Q1	$547K	Buy	2,315 +1	+0%	+$248	0.08%	175
2025 Q4	$581K	Hold	2,314	–	–	0.08%	161
2025 Q3	$565K	Sell	2,314 -35	-1%	-$8.19K	0.09%	141
2025 Q2	$528K	Hold	2,349	–	–	0.11%	132
2025 Q1	$473K	Hold	2,349	–	–	0.11%	129
2024 Q4	$500K	Buy	2,349 +35	+2%	+$7.44K	0.12%	114
2024 Q3	$478K	Hold	2,314	–	–	0.14%	104
2024 Q2	$457K	Hold	2,314	–	–	0.15%	89
2024 Q1	$432K	Hold	2,314	–	–	0.15%	94
2023 Q4	$392K	Buy	+2,314	New	+$368K	0.15%	98

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

Apollon Financial's MGC Position: Q2 2026 in Review

Apollon Financial increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 3.3% in Q2 2026, buying an estimated $20.2K and bringing the position to 2,391 shares worth $654K. The position accounts for 0.08% of the portfolio, ranked #174.

Apollon Financial first reported a position in MGC in Q4 2023 and has held it in 11 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Apollon Financial held 2,391 shares of Vanguard Morningstar Mega Cap ETF worth $654K as of Q2 2026.
Apollon Financial bought 76 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $20.2K.
Vanguard Morningstar Mega Cap ETF made up 0.08% of Apollon Financial's portfolio in Q2 2026, its #174 holding.
Apollon Financial first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and has held it in 11 quarters since.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.