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

Archford Capital Strategies’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	$1.68M	Sell	6,130 -72	-1%	-$19.1K	0.17%	115
2026 Q1	$1.47M	Sell	6,202 -215	-3%	-$53.4K	0.17%	133
2025 Q4	$1.61M	Sell	6,417 -19	-0.3%	-$4.72K	0.19%	115
2025 Q3	$1.57M	Sell	6,436 -371	-5%	-$86.8K	0.19%	113
2025 Q2	$1.53M	Sell	6,807 -23	-0.3%	-$4.76K	0.2%	109
2025 Q1	$1.38M	Sell	6,830 -9,268	-58%	-$1.97M	0.2%	121
2024 Q4	$3.42M	Buy	16,098 +250	+2%	+$53.1K	0.52%	48
2024 Q3	$3.33M	Buy	15,848 +809	+5%	+$161K	0.5%	54
2024 Q2	$2.97M	Buy	15,039 +490	+3%	+$92.2K	0.48%	55
2024 Q1	$2.72M	Buy	14,549 +9	+0.1%	+$1.6K	0.46%	59
2023 Q4	$2.46M	Buy	+14,540	New	+$2.31M	0.45%	58

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

Archford Capital Strategies's MGC Position: Q2 2026 in Review

Archford Capital Strategies reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1.2% in Q2 2026, selling an estimated $19.1K and leaving 6,130 shares worth $1.68M. The position accounts for 0.17% of the portfolio, ranked #115.

Archford Capital Strategies first reported a position in MGC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.42M in Q4 2024. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Archford Capital Strategies held 6,130 shares of Vanguard Morningstar Mega Cap ETF worth $1.68M as of Q2 2026.
Archford Capital Strategies sold 72 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $19.1K.
Vanguard Morningstar Mega Cap ETF made up 0.17% of Archford Capital Strategies's portfolio in Q2 2026, its #115 holding.
Archford Capital Strategies first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and has held it in 11 quarters since.
Archford Capital Strategies's Vanguard Morningstar Mega Cap ETF position peaked at $3.42M in Q4 2024.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.