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BFSG LLC’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

BFSG LLC’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 		$21.3K Hold
78
– – ﹤0.01% 501
2026
Q1 		$18.4K Hold
78
– – ﹤0.01% 506
2025
Q4 		$19.6K Sell
78
-175
-69% -$43.5K ﹤0.01% 484
2025
Q3 		$61.8K Buy
253
+233
+1,165% +$54.5K 0.01% 391
2025
Q2 		$4.5K Hold
20
– – ﹤0.01% 565
2025
Q1 		$4.03K Hold
20
– – ﹤0.01% 564
2024
Q4 		$4.25K Hold
20
– – ﹤0.01% 569
2024
Q3 		$4.13K Hold
20
– – ﹤0.01% 550
2024
Q2 		$3.95K Buy
+20
New +$3.76K ﹤0.01% 532

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

BFSG LLC's MGC Position: Q2 2026 in Review

BFSG LLC held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 78 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

BFSG LLC first reported a position in MGC in Q2 2024 and has held it in 9 quarters since. The position peaked at $61.8K in Q3 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • BFSG LLC held 78 shares of Vanguard Morningstar Mega Cap ETF worth $21.3K as of Q2 2026.
  • BFSG LLC left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #501 holding.
  • BFSG LLC first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • BFSG LLC's Vanguard Morningstar Mega Cap ETF position peaked at $61.8K in Q3 2025.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.