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Atria Investments’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Atria Investments’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 		$4.07M Buy
14,861
+198
+1% +$52.6K 0.04% 457
2026
Q1 		$3.47M Buy
14,663
+3,168
+28% +$786K 0.04% 492
2025
Q4 		$2.89M Sell
11,495
-101
-0.9% -$25.1K 0.03% 577
2025
Q3 		$2.83M Sell
11,596
-3,925
-25% -$918K 0.03% 588
2025
Q2 		$3.49M Buy
15,521
+221
+1% +$45.7K 0.04% 516
2025
Q1 		$3.08M Sell
15,300
-65
-0.4% -$13.8K 0.04% 538
2024
Q4 		$3.27M Sell
15,365
-2,921
-16% -$621K 0.04% 498
2024
Q3 		$3.78M Buy
18,286
+2,488
+16% +$496K 0.05% 443
2024
Q2 		$3.12M Sell
15,798
-3,451
-18% -$649K 0.04% 483
2024
Q1 		$3.6M Sell
19,249
-277
-1% -$49.4K 0.05% 432
2023
Q4 		$3.31M Buy
19,526
+543
+3% +$86.3K 0.05% 414
2023
Q3 		$2.88M Buy
18,983
+1,350
+8% +$213K 0.05% 441
2023
Q2 		$2.76M Sell
17,633
-19,046
-52% -$2.81M 0.05% 448
2023
Q1 		$5.25M Buy
+36,679
New +$5.08M 0.1% 252
2020
Q1 		– Sell
-75,464
Closed -$8.43M – 940
2019
Q4 		$8.43M Buy
75,464
+8,186
+12% +$874K 0.23% 99
2019
Q3 		$6.94M Buy
67,278
+5,831
+9% +$596K 0.25% 88
2019
Q2 		$6.13M Buy
+61,447
New +$6.12M 0.23% 95
2018
Q4 		– Sell
-43,761
Closed -$4.4M – 972
2018
Q3 		$4.4M Buy
43,761
+27,005
+161% +$2.66M 0.17% 104
2018
Q2 		$1.56M Buy
+16,756
New +$1.56M 0.07% 277
2016
Q1 		– Sell
-66,299
Closed -$4.35M – 471
2015
Q4 		$4.35M Buy
+66,299
New +$4.65M 0.48% 33

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Atria Investments's MGC Position: Q2 2026 in Review

Atria Investments increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1.4% in Q2 2026, buying an estimated $52.6K and bringing the position to 14,861 shares worth $4.07M. The position accounts for 0.04% of the portfolio, ranked #457.

Atria Investments first reported a position in MGC in Q4 2015 and has held it in 20 quarters since. The position peaked at $8.43M in Q4 2019. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Atria Investments held 14,861 shares of Vanguard Morningstar Mega Cap ETF worth $4.07M as of Q2 2026.
  • Atria Investments bought 198 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $52.6K.
  • Vanguard Morningstar Mega Cap ETF made up 0.04% of Atria Investments's portfolio in Q2 2026, its #457 holding.
  • Atria Investments first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2015 and has held it in 20 quarters since.
  • Atria Investments's Vanguard Morningstar Mega Cap ETF position peaked at $8.43M in Q4 2019.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.