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Bawa N Mallick Trust’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Bawa N Mallick Trust’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 		$1.92M Hold
6,999
– – 0.62% 34
2026
Q1 		$1.65M Hold
6,999
– – 0.68% 27
2025
Q4 		$1.76M Hold
6,999
– – 0.65% 29
2025
Q3 		$1.71M Hold
6,999
– – 0.65% 29
2025
Q2 		$1.57M Hold
6,999
– – 0.65% 31
2025
Q1 		$1.41M Hold
6,999
– – 0.67% 31
2024
Q4 		$1.49M Buy
+6,999
New +$1.49M 0.65% 31

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

Bawa N Mallick Trust's MGC Position: Q2 2026 in Review

Bawa N Mallick Trust held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 6,999 shares worth $1.92M. The position accounts for 0.62% of the portfolio, ranked #34.

Bawa N Mallick Trust first reported a position in MGC in Q4 2024 and has held it in 7 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Bawa N Mallick Trust held 6,999 shares of Vanguard Morningstar Mega Cap ETF worth $1.92M as of Q2 2026.
  • Bawa N Mallick Trust left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap ETF made up 0.62% of Bawa N Mallick Trust's portfolio in Q2 2026, its #34 holding.
  • Bawa N Mallick Trust first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.