BCU Wealth Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

BCU Wealth Advisors’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	$620K	Sell	2,266 -546	-19%	-$145K	0.21%	34
2026 Q1	$665K	Buy	2,812 +5	+0.2%	+$1.24K	0.25%	29
2025 Q4	$705K	Buy	2,807 +10	+0.4%	+$2.49K	0.27%	26
2025 Q3	$683K	Buy	2,797 +4	+0.1%	+$936	0.28%	27
2025 Q2	$628K	Buy	2,793 +400	+17%	+$82.8K	0.28%	30
2025 Q1	$482K	Buy	2,393 +5	+0.2%	+$1.06K	0.25%	31
2024 Q4	$508K	Buy	2,388 +4	+0.2%	+$850	0.29%	30
2024 Q3	$493K	Buy	2,384 +10	+0.4%	+$2K	0.29%	32
2024 Q2	$468K	Hold	2,374	–	–	0.35%	32
2024 Q1	$444K	Buy	2,374 +4	+0.2%	+$713	0.38%	33
2023 Q4	$401K	Buy	+2,370	New	+$377K	0.44%	33

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

BCU Wealth Advisors's MGC Position: Q2 2026 in Review

BCU Wealth Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 19% in Q2 2026, selling an estimated $145K and leaving 2,266 shares worth $620K. The position accounts for 0.21% of the portfolio, ranked #34.

BCU Wealth Advisors first reported a position in MGC in Q4 2023 and has held it in 11 quarters since. The position peaked at $705K in Q4 2025. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

BCU Wealth Advisors held 2,266 shares of Vanguard Morningstar Mega Cap ETF worth $620K as of Q2 2026.
BCU Wealth Advisors sold 546 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $145K.
Vanguard Morningstar Mega Cap ETF made up 0.21% of BCU Wealth Advisors's portfolio in Q2 2026, its #34 holding.
BCU Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and has held it in 11 quarters since.
BCU Wealth Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $705K in Q4 2025.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.