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CGN Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

CGN 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 		$297K Sell
1,086
-545
-33% -$145K 0.02% 278
2026
Q1 		$386K Hold
1,631
– – 0.03% 246
2025
Q4 		$410K Hold
1,631
– – 0.03% 237
2025
Q3 		$398K Hold
1,631
– – 0.03% 233
2025
Q2 		$367K Sell
1,631
-86
-5% -$17.8K 0.03% 244
2025
Q1 		$346K Hold
1,717
– – 0.03% 249
2024
Q4 		$365K Buy
1,717
+201
+13% +$42.7K 0.04% 233
2024
Q3 		$313K Sell
1,516
-17
-1% -$3.39K 0.03% 239
2024
Q2 		$302K Hold
1,533
– – 0.04% 228
2024
Q1 		$287K Sell
1,533
-60
-4% -$10.7K 0.04% 222
2023
Q4 		$270K Hold
1,593
– – 0.04% 225
2023
Q3 		$242K Buy
+1,593
New +$251K 0.03% 235

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

CGN Advisors's MGC Position: Q2 2026 in Review

CGN Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 33% in Q2 2026, selling an estimated $145K and leaving 1,086 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #278.

CGN Advisors first reported a position in MGC in Q3 2023 and has held it in 12 quarters since. The position peaked at $410K in Q4 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • CGN Advisors held 1,086 shares of Vanguard Morningstar Mega Cap ETF worth $297K as of Q2 2026.
  • CGN Advisors sold 545 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $145K.
  • Vanguard Morningstar Mega Cap ETF made up 0.02% of CGN Advisors's portfolio in Q2 2026, its #278 holding.
  • CGN Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • CGN Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $410K in Q4 2025.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.