Brooklyn FI’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Brooklyn FI’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	$2.36M	Sell	8,642 -448	-5%	-$119K	0.43%	38
2026 Q1	$2.15M	Buy	9,090 +2,637	+41%	+$654K	0.45%	41
2025 Q4	$1.62M	Buy	6,453 +42	+0.7%	+$10.4K	0.35%	42
2025 Q3	$1.57M	Buy	6,411 +2,470	+63%	+$578K	0.35%	42
2025 Q2	$886K	Sell	3,941 -16,853	-81%	-$3.49M	0.23%	46
2025 Q1	$1.5M	Buy	20,794 +18,286	+729%	+$3.89M	0.46%	34
2024 Q4	$533K	Sell	2,508 -18	-0.7%	-$3.83K	0.18%	41
2024 Q3	$522K	Buy	2,526 +949	+60%	+$189K	0.18%	42
2024 Q2	$311K	Buy	+1,577	New	+$297K	0.12%	47

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Brooklyn FI's MGC Position: Q2 2026 in Review

Brooklyn FI reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 4.9% in Q2 2026, selling an estimated $119K and leaving 8,642 shares worth $2.36M. The position accounts for 0.43% of the portfolio, ranked #38.

Brooklyn FI first reported a position in MGC in Q2 2024 and has held it in 9 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Brooklyn FI held 8,642 shares of Vanguard Morningstar Mega Cap ETF worth $2.36M as of Q2 2026.
Brooklyn FI sold 448 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $119K.
Vanguard Morningstar Mega Cap ETF made up 0.43% of Brooklyn FI's portfolio in Q2 2026, its #38 holding.
Brooklyn FI first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2024 and has held it in 9 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Brooklyn FI's 13F filing for Q2 2026, filed 4 Aug 2026.