Cerity Partners
MGC icon

Cerity Partners’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Cerity Partners’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 		$7.51M Buy
27,432
+764
+3% +$203K 0.01% 899
2026
Q1 		$6.34M Buy
26,668
+16,255
+156% +$4.03M 0.01% 902
2025
Q4 		$2.62M Buy
10,413
+370
+4% +$92K ﹤0.01% 1256
2025
Q3 		$2.45M Buy
10,043
+79
+0.8% +$18.5K ﹤0.01% 1198
2025
Q2 		$2.24M Sell
9,964
-253
-2% -$52.4K ﹤0.01% 1163
2025
Q1 		$2.06M Buy
10,217
+81
+0.8% +$17.3K ﹤0.01% 1116
2024
Q4 		$2.16M Sell
10,136
-32
-0.3% -$6.8K ﹤0.01% 1075
2024
Q3 		$2.1M Sell
10,168
-158
-2% -$31.5K ﹤0.01% 1074
2024
Q2 		$2.04M Sell
10,326
-80
-0.8% -$15K 0.01% 910
2024
Q1 		$1.94M Sell
10,406
-243
-2% -$43.3K 0.01% 983
2023
Q4 		$1.8M Buy
+10,649
New +$1.69M 0.01% 797
2023
Q3 		– Sell
-9,852
Closed -$1.54M – 1591
2023
Q2 		$1.54M Sell
9,852
-528
-5% -$78K 0.01% 794
2023
Q1 		$1.49M Buy
10,380
+1
+0% +$138 ﹤0.01% 816
2022
Q4 		$1.37M Buy
+10,379
New +$1.39M 0.01% 611
2022
Q3 		– Sell
-7,576
Closed -$999K – 1224
2022
Q2 		$999K Sell
7,576
-624
-8% -$89.3K 0.01% 551
2022
Q1 		$1.3M Hold
8,200
– – 0.02% 400
2021
Q4 		$1.38M Buy
+8,200
New +$1.34M 0.02% 381

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Cerity Partners's MGC Position: Q2 2026 in Review

Cerity Partners increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 2.9% in Q2 2026, buying an estimated $203K and bringing the position to 27,432 shares worth $7.51M. The position accounts for 0.01% of the portfolio, ranked #899.

Cerity Partners first reported a position in MGC in Q4 2021 and has held it in 17 quarters since. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Cerity Partners held 27,432 shares of Vanguard Morningstar Mega Cap ETF worth $7.51M as of Q2 2026.
  • Cerity Partners bought 764 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $203K.
  • Vanguard Morningstar Mega Cap ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #899 holding.
  • Cerity Partners first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.