Buttonwood Financial Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Buttonwood Financial Advisors’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	$2.26M	Sell	8,270 -464	-5%	-$123K	0.69%	37
2026 Q1	$2.06M	Sell	8,734 -119	-1%	-$29.5K	0.69%	38
2025 Q4	$2.22M	Sell	8,853 -184	-2%	-$45.7K	0.74%	33
2025 Q3	$2.21M	Sell	9,037 -257	-3%	-$60.1K	0.76%	34
2025 Q2	$2.09M	Sell	9,294 -32	-0.3%	-$6.62K	0.84%	32
2025 Q1	$1.88M	Sell	9,326 -268	-3%	-$57.1K	0.83%	31
2024 Q4	$2.04M	Sell	9,594 -321	-3%	-$68.2K	0.9%	31
2024 Q3	$2.05M	Buy	9,915 +329	+3%	+$65.6K	0.89%	33
2024 Q2	$1.89M	Buy	9,586 +93	+1%	+$17.5K	0.89%	32
2024 Q1	$1.77M	Sell	9,493 -282	-3%	-$50.3K	0.83%	34
2023 Q4	$1.65M	Sell	9,775 -164	-2%	-$26.1K	0.9%	34
2023 Q3	$1.51M	Buy	9,939 +2,529	+34%	+$398K	0.96%	31
2023 Q2	$1.16M	Buy	+7,410	New	+$1.1M	0.73%	35

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

Buttonwood Financial Advisors's MGC Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 5.3% in Q2 2026, selling an estimated $123K and leaving 8,270 shares worth $2.26M. The position accounts for 0.69% of the portfolio, ranked #37.

Buttonwood Financial Advisors first reported a position in MGC in Q2 2023 and has held it in 13 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Buttonwood Financial Advisors held 8,270 shares of Vanguard Morningstar Mega Cap ETF worth $2.26M as of Q2 2026.
Buttonwood Financial Advisors sold 464 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $123K.
Vanguard Morningstar Mega Cap ETF made up 0.69% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #37 holding.
Buttonwood Financial Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2023 and has held it in 13 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.