Cadence Bank’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Cadence Bank’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
2025 Q4	$109M	Buy	434,553 +3,669	+0.9%	+$912K	6.39%	2
2025 Q3	$105M	Buy	430,884 +7,420	+2%	+$1.74M	6.38%	2
2025 Q2	$95.2M	Sell	423,464 -2,977	-0.7%	-$616K	6.27%	2
2025 Q1	$85.9M	Buy	426,441 +1,604	+0.4%	+$342K	6.13%	2
2024 Q4	$90.3M	Buy	424,837 +3,458	+0.8%	+$735K	6.12%	2
2024 Q3	$87.1M	Sell	421,379 -2,373	-0.6%	-$473K	6%	2
2024 Q2	$83.6M	Sell	423,752 -1,494	-0.4%	-$281K	6.27%	2
2024 Q1	$79.5M	Buy	425,246 +3,101	+0.7%	+$553K	5.79%	2
2023 Q4	$71.5M	Sell	422,145 -10,758	-2%	-$1.71M	5.8%	2
2023 Q3	$65.7M	Sell	432,903 -8,102	-2%	-$1.28M	5.78%	3
2023 Q2	$69M	Sell	441,005 -2,844	-0.6%	-$420K	6.01%	2
2023 Q1	$63.5M	Sell	443,849 -7,767	-2%	-$1.08M	5.85%	2
2022 Q4	$59.8M	Sell	451,616 -3,373	-0.7%	-$451K	5.52%	3
2022 Q3	$56.8M	Sell	454,989 -9,929	-2%	-$1.38M	5.88%	2
2022 Q2	$61.3M	Sell	464,918 -7,141	-2%	-$1.02M	8.8%	2
2022 Q1	$75.1M	Sell	472,059 -20,976	-4%	-$3.29M	9.35%	2
2021 Q4	$82.9M	Buy	493,035 +23,281	+5%	+$3.8M	10.33%	2
2021 Q3	$71.6M	Buy	469,754 +18,846	+4%	+$2.96M	9.99%	1
2021 Q2	$68.7M	Sell	450,908 -5,046	-1%	-$746K	9.97%	1
2021 Q1	$63.9M	Sell	455,954 -2,921	-0.6%	-$400K	9.7%	1
2020 Q4	$61.2M	Buy	458,875 +17,435	+4%	+$2.21M	9.6%	1
2020 Q3	$52.9M	Buy	441,440 +17,953	+4%	+$2.12M	10.41%	2
2020 Q2	$46.4M	Buy	423,487 +1,199	+0.3%	+$124K	9.57%	2
2020 Q1	$38.4M	Buy	422,288 +3,136	+0.7%	+$334K	9.67%	1
2019 Q4	$46.8M	Sell	419,152 -980	-0.2%	-$105K	8.66%	2
2019 Q3	$43.3M	Buy	420,132 +4,048	+1%	+$414K	4.08%	8
2019 Q2	$42.1M	Buy	416,084 +2,562	+0.6%	+$255K	4.08%	8
2019 Q1	$40.4M	Buy	413,522 +7,200	+2%	+$677K	4.07%	9
2018 Q4	$35.3M	Buy	406,322 +6,835	+2%	+$639K	4.15%	6
2018 Q3	$40.1M	Buy	399,487 +2,484	+0.6%	+$244K	3.74%	10
2018 Q2	$37.1M	Buy	397,003 +16,667	+4%	+$1.55M	3.36%	10
2018 Q1	$34.5M	Buy	380,336 +13,076	+4%	+$1.23M	3.3%	9
2017 Q4	$33.7M	Buy	+367,260	New	+$32.9M	3.19%	9

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cadence Bank's MGC Position: Q4 2025 in Review

Cadence Bank increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.85% in Q4 2025, buying an estimated $912K and bringing the position to 434,553 shares worth $109M. The position accounts for 6.39% of the portfolio, ranked #2.

Cadence Bank first reported a position in MGC in Q4 2017 and has held it in 33 quarters since. 525 funds tracked by Wall St. Rank hold MGC as of Q4 2025.

Cadence Bank held 434,553 shares of Vanguard Morningstar Mega Cap ETF worth $109M as of Q4 2025.
Cadence Bank bought 3,669 Vanguard Morningstar Mega Cap ETF shares in Q4 2025, an estimated $912K.
Vanguard Morningstar Mega Cap ETF made up 6.39% of Cadence Bank's portfolio in Q4 2025, its #2 holding.
Cadence Bank first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2017 and has held it in 33 quarters since.
525 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.