Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Cambridge Investment Research 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 		$25.1M Buy
91,865
+4,535
+5% +$1.2M 0.06% 346
2026
Q1 		$20.6M Buy
87,330
+2,683
+3% +$666K 0.05% 372
2025
Q4 		$21.3M Buy
84,647
+7,079
+9% +$1.76M 0.06% 346
2025
Q3 		$18.9M Sell
77,568
-8,424
-10% -$1.97M 0.05% 362
2025
Q2 		$19.3M Buy
85,992
+9,291
+12% +$1.92M 0.06% 323
2025
Q1 		$15.4M Sell
76,701
-4,042
-5% -$861K 0.05% 371
2024
Q4 		$17.2M Sell
80,743
-272
-0.3% -$57.8K 0.06% 320
2024
Q3 		$16.7M Buy
81,015
+312
+0.4% +$62.3K 0.06% 330
2024
Q2 		$15.9M Sell
80,703
-1,171
-1% -$220K 0.06% 326
2024
Q1 		$15.3M Buy
81,874
+4,457
+6% +$795K 0.06% 324
2023
Q4 		$13.1M Sell
77,417
-1,146
-1% -$182K 0.06% 319
2023
Q3 		$11.9M Sell
78,563
-12,962
-14% -$2.04M 0.06% 323
2023
Q2 		$14.3M Buy
91,525
+9,541
+12% +$1.41M 0.07% 288
2023
Q1 		$11.7M Sell
81,984
-12,067
-13% -$1.67M 0.06% 331
2022
Q4 		$12.5M Buy
94,051
+4,404
+5% +$588K 0.06% 304
2022
Q3 		$11.2M Sell
89,647
-9,895
-10% -$1.37M 0.06% 299
2022
Q2 		$13.1M Sell
99,542
-1,763
-2% -$252K 0.07% 264
2022
Q1 		$16.1M Buy
101,305
+2,931
+3% +$460K 0.07% 255
2021
Q4 		$16.5M Sell
98,374
-4,039
-4% -$659K 0.07% 254
2021
Q3 		$15.6M Sell
102,413
-1,353
-1% -$213K 0.08% 255
2021
Q2 		$15.8M Buy
103,766
+4,397
+4% +$650K 0.08% 251
2021
Q1 		$13.9M Sell
99,369
-14,842
-13% -$2.03M 0.08% 253
2020
Q4 		$15.2M Buy
114,211
+21,917
+24% +$2.77M 0.09% 217
2020
Q3 		$11.1M Sell
92,294
-404
-0.4% -$47.7K 0.07% 250
2020
Q2 		$10.1M Buy
92,698
+15,758
+20% +$1.63M 0.08% 253
2020
Q1 		$7M Buy
76,940
+1,061
+1% +$113K 0.07% 275
2019
Q4 		$8.48M Buy
75,879
+2,686
+4% +$287K 0.07% 288
2019
Q3 		$7.55M Buy
73,193
+1,667
+2% +$171K 0.07% 290
2019
Q2 		$7.24M Buy
71,526
+3,828
+6% +$381K 0.07% 283
2019
Q1 		$6.61M Buy
67,698
+8,152
+14% +$767K 0.06% 281
2018
Q4 		$5.17M Buy
59,546
+1,627
+3% +$152K 0.06% 315
2018
Q3 		$5.82M Sell
57,919
-149,640
-72% -$14.7M 0.06% 326
2018
Q2 		$19.4M Buy
207,559
+6,390
+3% +$594K 0.2% 108
2018
Q1 		$18.2M Buy
201,169
+44,112
+28% +$4.15M 0.21% 104
2017
Q4 		$14.4M Buy
157,057
+76,243
+94% +$6.82M 0.17% 124
2017
Q3 		$6.97M Buy
80,814
+7,004
+9% +$593K 0.09% 204
2017
Q2 		$6.12M Buy
73,810
+10,564
+17% +$867K 0.09% 209
2017
Q1 		$5.1M Buy
63,246
+4,398
+7% +$350K 0.09% 219
2016
Q4 		$4.49M Buy
58,848
+2,205
+4% +$164K 0.08% 221
2016
Q3 		$4.18M Buy
56,643
+422
+0.8% +$31.1K 0.08% 250
2016
Q2 		$4.02M Buy
56,221
+7,459
+15% +$528K 0.09% 224
2016
Q1 		$3.42M Sell
48,762
-9,212
-16% -$614K 0.08% 243
2015
Q4 		$4.04M Buy
57,974
+13,092
+29% +$918K 0.1% 207
2015
Q3 		$2.93M Buy
44,882
+816
+2% +$56.5K 0.08% 233
2015
Q2 		$3.1M Buy
44,066
+1,595
+4% +$114K 0.09% 230
2015
Q1 		$2.99M Buy
42,471
+33,937
+398% +$2.39M 0.09% 236
2014
Q4 		$599K Sell
8,534
-205
-2% -$14.1K 0.02% 690
2014
Q3 		$590K Buy
8,739
+101
+1% +$6.84K 0.02% 730
2014
Q2 		$578K Buy
8,638
+1
+0% +$65 0.02% 681
2014
Q1 		$552K Sell
8,637
-547
-6% -$34.3K 0.02% 672
2013
Q4 		$580K Sell
9,184
-56
-0.6% -$3.39K 0.02% 596
2013
Q3 		$531K Buy
9,240
+66
+0.7% +$3.78K 0.02% 605
2013
Q2 		$501K Buy
+9,174
New +$505K 0.03% 546

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

Cambridge Investment Research Advisors's MGC Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 5.2% in Q2 2026, buying an estimated $1.2M and bringing the position to 91,865 shares worth $25.1M. The position accounts for 0.06% of the portfolio, ranked #346.

Cambridge Investment Research Advisors first reported a position in MGC in Q2 2013 and has held it in 53 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Cambridge Investment Research Advisors held 91,865 shares of Vanguard Morningstar Mega Cap ETF worth $25.1M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 4,535 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $1.2M.
  • Vanguard Morningstar Mega Cap ETF made up 0.06% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #346 holding.
  • Cambridge Investment Research Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.