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Blue Trust Inc’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Blue Trust Inc’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 		$64.8K Sell
237
-193
-45% -$51.3K ﹤0.01% 1239
2026
Q1 		$102K Buy
430
+238
+124% +$59.1K ﹤0.01% 1018
2025
Q4 		$48.2K Buy
+192
New +$47.7K ﹤0.01% 1381
2024
Q3 		– Sell
-180
Closed -$33.6K – 2962
2024
Q2 		$33.6K Hold
180
– – ﹤0.01% 1435
2024
Q1 		$33.6K Buy
+180
New +$32.1K ﹤0.01% 1049
2023
Q2 		– Sell
-62
Closed -$8K – 2329
2023
Q1 		$8K Hold
62
– – ﹤0.01% 1663
2022
Q4 		$8K Hold
62
– – ﹤0.01% 1597
2022
Q3 		$8K Hold
62
– – ﹤0.01% 1422
2022
Q2 		$10K Buy
+62
New +$8.88K ﹤0.01% 1208

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

Blue Trust Inc's MGC Position: Q2 2026 in Review

Blue Trust Inc reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 45% in Q2 2026, selling an estimated $51.3K and leaving 237 shares worth $64.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Blue Trust Inc first reported a position in MGC in Q2 2022 and has held it in 9 quarters since. The position peaked at $102K in Q1 2026. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Blue Trust Inc held 237 shares of Vanguard Morningstar Mega Cap ETF worth $64.8K as of Q2 2026.
  • Blue Trust Inc sold 193 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $51.3K.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1239 holding.
  • Blue Trust Inc first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2022 and has held it in 9 quarters since.
  • Blue Trust Inc's Vanguard Morningstar Mega Cap ETF position peaked at $102K in Q1 2026.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.