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

Aptus Capital Advisors’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	$231K	Buy	845 +2	+0.2%	+$531	﹤0.01%	1056
2026 Q1	$199K	Sell	843 -11,049	-93%	-$2.74M	﹤0.01%	1023
2025 Q4	$2.99M	Buy	11,892 +205	+2%	+$51K	0.02%	390
2025 Q3	$2.85M	Buy	11,687 +73	+0.6%	+$17.1K	0.02%	383
2025 Q2	$2.61M	Sell	11,614 -11	-0.1%	-$2.28K	0.02%	378
2025 Q1	$2.34M	Sell	11,625 -1,466	-11%	-$312K	0.02%	372
2024 Q4	$2.78M	Buy	13,091 +860	+7%	+$183K	0.03%	346
2024 Q3	$2.53M	Buy	12,231 +82	+0.7%	+$16.4K	0.04%	287
2024 Q2	$2.4M	Sell	12,149 -32	-0.3%	-$6.02K	0.04%	273
2024 Q1	$2.28M	Buy	12,181 +12,128	+22,883%	+$2.16M	0.04%	284
2023 Q4	$8.97K	Buy	+53	New	+$8.43K	﹤0.01%	804
2023 Q2	–	Sell	-40	Closed	-$5.75K	–	836
2023 Q1	$5.75K	Buy	+40	New	+$5.54K	﹤0.01%	715

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

Aptus Capital Advisors's MGC Position: Q2 2026 in Review

Aptus Capital Advisors increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.24% in Q2 2026, buying an estimated $531 and bringing the position to 845 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Aptus Capital Advisors first reported a position in MGC in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.99M in Q4 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Aptus Capital Advisors held 845 shares of Vanguard Morningstar Mega Cap ETF worth $231K as of Q2 2026.
Aptus Capital Advisors bought 2 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $531.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1056 holding.
Aptus Capital Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2023 and has held it in 12 quarters since.
Aptus Capital Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $2.99M in Q4 2025.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.