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

Avestar 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 		$1.26M Buy
4,620
+50
+1% +$13.3K 0.07% 200
2026
Q1 		$1.08M Hold
4,570
– – 0.07% 211
2025
Q4 		$1.15M Sell
4,570
-257
-5% -$63.9K 0.07% 198
2025
Q3 		$1.18M Buy
4,827
+500
+12% +$117K 0.08% 193
2025
Q2 		$976K Sell
4,327
-101
-2% -$20.9K 0.07% 218
2025
Q1 		$892K Sell
4,428
-1
-0% -$213 0.08% 208
2024
Q4 		$942K Buy
4,429
+198
+5% +$42.1K 0.08% 184
2024
Q3 		$874K Buy
4,231
+299
+8% +$59.7K 0.09% 174
2024
Q2 		$776K Buy
3,932
+247
+7% +$46.5K 0.08% 183
2024
Q1 		$689K Hold
3,685
– – 0.07% 192
2023
Q4 		$624K Buy
3,685
+819
+29% +$130K 0.07% 171
2023
Q3 		$435K Buy
2,866
+100
+4% +$15.7K 0.06% 181
2023
Q2 		$433K Sell
2,766
-2,204
-44% -$326K 0.07% 162
2023
Q1 		$711K Sell
4,970
-120
-2% -$16.6K 0.13% 107
2022
Q4 		$674K Buy
+5,090
New +$680K 0.12% 116

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

Avestar Capital's MGC Position: Q2 2026 in Review

Avestar Capital increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1.1% in Q2 2026, buying an estimated $13.3K and bringing the position to 4,620 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #200.

Avestar Capital first reported a position in MGC in Q4 2022 and has held it in 15 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Avestar Capital held 4,620 shares of Vanguard Morningstar Mega Cap ETF worth $1.26M as of Q2 2026.
  • Avestar Capital bought 50 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $13.3K.
  • Vanguard Morningstar Mega Cap ETF made up 0.07% of Avestar Capital's portfolio in Q2 2026, its #200 holding.
  • Avestar Capital first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.