Arax Advisory Partners’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Arax Advisory Partners’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	$1.33M	Buy	4,869 +4,522	+1,303%	+$1.2M	0.01%	1053
2026 Q1	$82K	Sell	347 -12,442	-97%	-$3.09M	﹤0.01%	1480
2025 Q4	$3.21M	Buy	+12,789	New	+$3.18M	0.09%	174
2025 Q3	–	Sell	-58	Closed	-$13K	–	4042
2025 Q2	$13K	Hold	58	–	–	﹤0.01%	1839
2025 Q1	$11.7K	Buy	58 +23	+66%	+$4.9K	﹤0.01%	1513
2024 Q4	$7.44K	Buy	35 +7	+25%	+$1.49K	﹤0.01%	1592
2024 Q3	$5.79K	Hold	28	–	–	﹤0.01%	1650
2024 Q2	$5.53K	Hold	28	–	–	﹤0.01%	1552
2024 Q1	$5.23K	Buy	+28	New	+$4.99K	﹤0.01%	889

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Arax Advisory Partners's MGC Position: Q2 2026 in Review

Arax Advisory Partners increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1,303% in Q2 2026, buying an estimated $1.2M and bringing the position to 4,869 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #1053.

Arax Advisory Partners first reported a position in MGC in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.21M in Q4 2025. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Arax Advisory Partners held 4,869 shares of Vanguard Morningstar Mega Cap ETF worth $1.33M as of Q2 2026.
Arax Advisory Partners bought 4,522 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $1.2M.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1053 holding.
Arax Advisory Partners first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2024 and has held it in 9 quarters since.
Arax Advisory Partners's Vanguard Morningstar Mega Cap ETF position peaked at $3.21M in Q4 2025.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.