CJ
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Caitlin John’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Caitlin John’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 		$635K Sell
2,319
-66
-3% -$17.5K 0.35% 72
2026
Q1 		$564K Sell
2,385
-24
-1% -$5.96K 0.34% 47
2025
Q4 		$605K Sell
2,409
-62
-3% -$15.4K 0.4% 53
2025
Q3 		$603K Sell
2,471
-107
-4% -$25K 0.42% 56
2025
Q2 		$580K Hold
2,578
– – 0.53% 56
2025
Q1 		$519K Sell
2,578
-4
-0.2% -$852 0.51% 57
2024
Q4 		$549K Hold
2,582
– – 0.36% 67
2024
Q3 		$556K Hold
2,582
– – 0.35% 67
2024
Q2 		$509K Buy
2,582
+50
+2% +$9.4K 0.37% 67
2024
Q1 		$473K Sell
2,532
-33
-1% -$5.89K 0.35% 63
2023
Q4 		$434K Buy
+2,565
New +$408K 0.35% 64

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

Caitlin John's MGC Position: Q2 2026 in Review

Caitlin John reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 2.8% in Q2 2026, selling an estimated $17.5K and leaving 2,319 shares worth $635K. The position accounts for 0.35% of the portfolio, ranked #72.

Caitlin John first reported a position in MGC in Q4 2023 and has held it in 11 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Caitlin John held 2,319 shares of Vanguard Morningstar Mega Cap ETF worth $635K as of Q2 2026.
  • Caitlin John sold 66 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $17.5K.
  • Vanguard Morningstar Mega Cap ETF made up 0.35% of Caitlin John's portfolio in Q2 2026, its #72 holding.
  • Caitlin John first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.