Certified Advisory Corp’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Certified Advisory Corp’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	$3.9M	Buy	14,267 +1,806	+14%	+$480K	0.31%	85
2026 Q1	$2.95M	Buy	12,461 +2,637	+27%	+$654K	0.26%	91
2025 Q4	$2.47M	Buy	9,824 +471	+5%	+$117K	0.22%	104
2025 Q3	$2.28M	Buy	9,353 +762	+9%	+$178K	0.22%	108
2025 Q2	$1.93M	Hold	8,591	–	–	0.2%	112
2025 Q1	$1.73M	Buy	8,591 +23	+0.3%	+$4.9K	0.2%	111
2024 Q4	$1.82M	Sell	8,568 -387	-4%	-$82.3K	0.2%	111
2024 Q3	$1.85M	Sell	8,955 -201	-2%	-$40.1K	0.21%	110
2024 Q2	$1.81M	Buy	9,156 +73	+0.8%	+$13.7K	0.23%	108
2024 Q1	$1.7M	Sell	9,083 -601	-6%	-$107K	0.24%	104
2023 Q4	$1.64M	Buy	9,684 +8	+0.1%	+$1.27K	0.25%	103
2023 Q3	$1.47M	Sell	9,676 -379	-4%	-$59.7K	0.27%	97
2023 Q2	$1.57M	Sell	10,055 -1,233	-11%	-$182K	0.29%	89
2023 Q1	$1.62M	Sell	11,288 -3,218	-22%	-$445K	0.29%	93
2022 Q4	$1.92M	Sell	14,506 -176	-1%	-$23.5K	0.38%	76
2022 Q3	$1.83M	Sell	14,682 -22	-0.1%	-$3.05K	0.42%	68
2022 Q2	$1.94M	Sell	14,704 -3,016	-17%	-$432K	0.43%	65
2022 Q1	$2.82M	Sell	17,720 -14	-0.1%	-$2.2K	0.6%	47
2021 Q4	$2.98M	Sell	17,734 -611	-3%	-$99.6K	0.66%	44
2021 Q3	$2.8M	Buy	18,345 +155	+0.9%	+$24.4K	0.68%	42
2021 Q2	$2.77M	Sell	18,190 -6,858	-27%	-$1.01M	0.7%	41
2021 Q1	$3.51M	Buy	+25,048	New	+$3.43M	0.91%	25
2020 Q2	$2.02M	Buy	18,413 +17,827	+3,042%	+$1.84M	0.67%	35
2020 Q1	$53K	Sell	586 -39	-6%	-$4.16K	0.02%	265
2019 Q4	$70K	Buy	625 +215	+52%	+$23K	0.02%	270
2019 Q3	$42K	Hold	410	–	–	0.01%	350
2019 Q2	$41K	Hold	410	–	–	0.02%	348
2019 Q1	$40K	Sell	410 -202	-33%	-$19K	0.02%	324
2018 Q4	$53K	Buy	612 +2	+0.3%	+$187	0.03%	267
2018 Q3	$61K	Sell	610 -74	-11%	-$7.28K	0.03%	270
2018 Q2	$64K	Sell	684 -229	-25%	-$21.3K	0.04%	244
2018 Q1	$82K	Hold	913	–	–	0.05%	214
2017 Q4	$83K	Buy	+913	New	+$81.7K	0.06%	174

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Certified Advisory Corp's MGC Position: Q2 2026 in Review

Certified Advisory Corp increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 14% in Q2 2026, buying an estimated $480K and bringing the position to 14,267 shares worth $3.9M. The position accounts for 0.31% of the portfolio, ranked #85.

Certified Advisory Corp first reported a position in MGC in Q4 2017 and has held it in 33 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Certified Advisory Corp held 14,267 shares of Vanguard Morningstar Mega Cap ETF worth $3.9M as of Q2 2026.
Certified Advisory Corp bought 1,806 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $480K.
Vanguard Morningstar Mega Cap ETF made up 0.31% of Certified Advisory Corp's portfolio in Q2 2026, its #85 holding.
Certified Advisory Corp first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2017 and has held it in 33 quarters since.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.