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Brown Financial Advisory’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Brown Financial Advisory’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
Q1 		– Sell
-2,334
Closed -$586K – 53
2025
Q4 		$586K Hold
2,334
– – 0.3% 27
2025
Q3 		$570K Hold
2,334
– – 0.3% 26
2025
Q2 		$525K Buy
2,334
+1,136
+95% +$235K 0.29% 28
2025
Q1 		$241K Buy
+1,198
New +$255K 0.15% 45

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Brown Financial Advisory's MGC Position: Q1 2026 in Review

Brown Financial Advisory sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2026, closing a stake of 2,334 shares — an estimated $586K sold.

Brown Financial Advisory first reported a position in MGC in Q1 2025 and held it in 4 quarters. The position peaked at $586K in Q4 2025. 507 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Brown Financial Advisory reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Brown Financial Advisory sold 2,334 Vanguard Morningstar Mega Cap ETF shares in Q1 2026, an estimated $586K.
  • Brown Financial Advisory first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2025 and held it in 4 quarters.
  • Brown Financial Advisory's Vanguard Morningstar Mega Cap ETF position peaked at $586K in Q4 2025.
  • 507 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on Brown Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.