Cetera Investment Advisers
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Cetera Investment Advisers’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Cetera Investment Advisers’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 		$81.9M Buy
299,443
+7,471
+3% +$1.98M 0.07% 263
2026
Q1 		$69M Sell
291,972
-2,871
-1% -$712K 0.07% 265
2025
Q4 		$74.1M Sell
294,843
-4,447
-1% -$1.11M 0.08% 234
2025
Q3 		$73.1M Buy
299,290
+28,666
+11% +$6.7M 0.08% 220
2025
Q2 		$60.9M Sell
270,624
-2,308
-0.8% -$478K 0.1% 189
2025
Q1 		$55M Buy
272,932
+178,944
+190% +$38.1M 0.11% 195
2024
Q4 		$20M Buy
93,988
+1,437
+2% +$305K 0.04% 429
2024
Q3 		$19.1M Buy
92,551
+5,910
+7% +$1.18M 0.04% 431
2024
Q2 		$17.1M Buy
86,641
+7,144
+9% +$1.34M 0.04% 444
2024
Q1 		$14.9M Buy
79,497
+67,252
+549% +$12M 0.04% 502
2023
Q4 		$2.07M Buy
12,245
+2,348
+24% +$373K 0.02% 780
2023
Q3 		$1.5M Buy
9,897
+487
+5% +$76.7K 0.01% 866
2023
Q2 		$1.47M Sell
9,410
-3,306
-26% -$489K 0.01% 904
2023
Q1 		$1.82M Sell
12,716
-1,134
-8% -$157K 0.02% 780
2022
Q4 		$1.83M Buy
13,850
+8,055
+139% +$1.08M 0.02% 744
2022
Q3 		$723K Sell
5,795
-258
-4% -$35.8K 0.01% 844
2022
Q2 		$798K Buy
6,053
+135
+2% +$19.3K 0.01% 883
2022
Q1 		$941K Buy
5,918
+871
+17% +$137K 0.01% 842
2021
Q4 		$848K Sell
5,047
-18
-0.4% -$2.94K 0.01% 882
2021
Q3 		$772K Sell
5,065
-14,918
-75% -$2.34M 0.01% 888
2021
Q2 		$3.04M Buy
19,983
+1,259
+7% +$186K 0.05% 396
2021
Q1 		$2.63M Buy
18,724
+881
+5% +$121K 0.05% 356
2020
Q4 		$2.38M Buy
17,843
+13,653
+326% +$1.73M 0.05% 387
2020
Q3 		$502K Buy
4,190
+598
+17% +$70.6K 0.04% 380
2020
Q2 		$393K Buy
3,592
+198
+6% +$20.5K 0.04% 409
2020
Q1 		$309K Sell
3,394
-2,678
-44% -$286K 0.04% 395
2019
Q4 		$678K Buy
6,072
+194
+3% +$20.7K 0.07% 281
2019
Q3 		$605K Sell
5,878
-182
-3% -$18.6K 0.07% 272
2019
Q2 		$612K Buy
6,060
+218
+4% +$21.7K 0.08% 253
2019
Q1 		$571K Hold
5,842
– – 0.08% 244
2018
Q4 		$507K Buy
5,842
+800
+16% +$74.8K 0.08% 246
2018
Q3 		$504K Buy
5,042
+450
+10% +$44.2K 0.07% 267
2018
Q2 		$428K Hold
4,592
– – 0.08% 266
2018
Q1 		$416K Hold
4,592
– – 0.08% 255
2017
Q4 		$422K Hold
4,592
– – 0.08% 267
2017
Q3 		$397K Hold
4,592
– – 0.09% 273
2017
Q2 		$380K Buy
4,592
+600
+15% +$49.3K 0.09% 267
2017
Q1 		$319K Buy
+3,992
New +$317K 0.09% 270

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

Cetera Investment Advisers's MGC Position: Q2 2026 in Review

Cetera Investment Advisers increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 2.6% in Q2 2026, buying an estimated $1.98M and bringing the position to 299,443 shares worth $81.9M. The position accounts for 0.07% of the portfolio, ranked #263.

Cetera Investment Advisers first reported a position in MGC in Q1 2017 and has held it in 38 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Cetera Investment Advisers held 299,443 shares of Vanguard Morningstar Mega Cap ETF worth $81.9M as of Q2 2026.
  • Cetera Investment Advisers bought 7,471 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $1.98M.
  • Vanguard Morningstar Mega Cap ETF made up 0.07% of Cetera Investment Advisers's portfolio in Q2 2026, its #263 holding.
  • Cetera Investment Advisers first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2017 and has held it in 38 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.