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Cabana LLC’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Cabana LLC’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 		$664K Buy
2,424
+7
+0.3% +$1.86K 5% 8
2026
Q1 		$572K Buy
2,417
+293
+14% +$72.7K 4.49% 8
2025
Q4 		$534K Buy
+2,124
New +$528K 4% 9
2023
Q3 		– Sell
-9,058
Closed -$1.42M – 8
2023
Q2 		$1.42M Buy
+9,058
New +$1.34M 5.48% 11

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

Cabana LLC's MGC Position: Q2 2026 in Review

Cabana LLC increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.29% in Q2 2026, buying an estimated $1.86K and bringing the position to 2,424 shares worth $664K. The position accounts for 5% of the portfolio, ranked #8.

Cabana LLC first reported a position in MGC in Q2 2023 and has held it in 4 quarters since. The position peaked at $1.42M in Q2 2023. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Cabana LLC held 2,424 shares of Vanguard Morningstar Mega Cap ETF worth $664K as of Q2 2026.
  • Cabana LLC bought 7 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $1.86K.
  • Vanguard Morningstar Mega Cap ETF made up 5% of Cabana LLC's portfolio in Q2 2026, its #8 holding.
  • Cabana LLC first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2023 and has held it in 4 quarters since.
  • Cabana LLC's Vanguard Morningstar Mega Cap ETF position peaked at $1.42M in Q2 2023.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Cabana LLC's 13F filing for Q2 2026, filed 10 Jul 2026.