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

BIP Wealth’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 		$1.62M Sell
5,918
-189
-3% -$50.2K 0.05% 208
2026
Q1 		$1.44M Sell
6,107
-42
-0.7% -$10.4K 0.06% 162
2025
Q4 		$1.54M Buy
+6,149
New +$1.53M 0.05% 163

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

BIP Wealth's MGC Position: Q2 2026 in Review

BIP Wealth reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 3.1% in Q2 2026, selling an estimated $50.2K and leaving 5,918 shares worth $1.62M. The position accounts for 0.05% of the portfolio, ranked #208.

BIP Wealth first reported a position in MGC in Q4 2025 and has held it in 3 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • BIP Wealth held 5,918 shares of Vanguard Morningstar Mega Cap ETF worth $1.62M as of Q2 2026.
  • BIP Wealth sold 189 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $50.2K.
  • Vanguard Morningstar Mega Cap ETF made up 0.05% of BIP Wealth's portfolio in Q2 2026, its #208 holding.
  • BIP Wealth first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.