Atlantic Union Bankshares’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Atlantic Union Bankshares’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	$1.19M	Sell	4,350 -167	-4%	-$44.4K	0.02%	348
2026 Q1	$1.07M	Sell	4,517 -622	-12%	-$154K	0.02%	356
2025 Q4	$1.29M	Sell	5,139 -717	-12%	-$178K	0.02%	344
2025 Q3	$1.43M	Buy	5,856 +447	+8%	+$105K	0.03%	334
2025 Q2	$1.22M	Sell	5,409 -80,261	-94%	-$16.6M	0.03%	301
2025 Q1	$17.3M	Sell	85,670 -252	-0.3%	-$53.7K	1.04%	24
2024 Q4	$18.3M	Buy	85,922 +4,101	+5%	+$872K	1.06%	17
2024 Q3	$16.9M	Buy	+81,821	New	+$16.3M	0.98%	20

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

Atlantic Union Bankshares's MGC Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 3.7% in Q2 2026, selling an estimated $44.4K and leaving 4,350 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #348.

Atlantic Union Bankshares first reported a position in MGC in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.3M in Q4 2024. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Atlantic Union Bankshares held 4,350 shares of Vanguard Morningstar Mega Cap ETF worth $1.19M as of Q2 2026.
Atlantic Union Bankshares sold 167 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $44.4K.
Vanguard Morningstar Mega Cap ETF made up 0.02% of Atlantic Union Bankshares's portfolio in Q2 2026, its #348 holding.
Atlantic Union Bankshares first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2024 and has held it in 8 quarters since.
Atlantic Union Bankshares's Vanguard Morningstar Mega Cap ETF position peaked at $18.3M in Q4 2024.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.