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

Avant Capital’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	$468K	Sell	1,711 -127	-7%	-$33.7K	0.29%	55
2026 Q1	$434K	Sell	1,838 -6	-0.3%	-$1.49K	0.31%	53
2025 Q4	$463K	Buy	1,844 +248	+16%	+$61.7K	0.32%	51
2025 Q3	$390K	Buy	1,596 +114	+8%	+$26.7K	0.27%	53
2025 Q2	$333K	Sell	1,482 -1	-0.1%	-$207	0.26%	50
2025 Q1	$299K	Hold	1,483	–	–	0.25%	50
2024 Q4	$315K	Buy	+1,483	New	+$315K	0.26%	48
2023 Q3	$224K	Buy	1,477 +2	+0.1%	+$315	0.26%	51
2023 Q2	$231K	Buy	1,475 +3	+0.2%	+$443	0.25%	50
2023 Q1	$211K	Sell	1,472 -72	-5%	-$9.97K	0.24%	54
2022 Q4	$204K	Buy	+1,544	New	+$206K	0.25%	55
2022 Q2	–	Sell	-1,497	Closed	-$238K	–	54
2022 Q1	$238K	Sell	1,497 -170	-10%	-$26.7K	0.27%	53
2021 Q4	$280K	Buy	+1,667	New	+$272K	0.31%	48

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

Avant Capital's MGC Position: Q2 2026 in Review

Avant Capital reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 6.9% in Q2 2026, selling an estimated $33.7K and leaving 1,711 shares worth $468K. The position accounts for 0.29% of the portfolio, ranked #55.

Avant Capital first reported a position in MGC in Q4 2021 and has held it in 13 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Avant Capital held 1,711 shares of Vanguard Morningstar Mega Cap ETF worth $468K as of Q2 2026.
Avant Capital sold 127 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $33.7K.
Vanguard Morningstar Mega Cap ETF made up 0.29% of Avant Capital's portfolio in Q2 2026, its #55 holding.
Avant Capital first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2021 and has held it in 13 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

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