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Checchi Capital Advisers’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Checchi Capital 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 		$1.02M Hold
3,737
– – 0.05% 211
2026
Q1 		$883K Sell
3,737
-94
-2% -$23.3K 0.04% 235
2025
Q4 		$962K Sell
3,831
-76
-2% -$18.9K 0.05% 208
2025
Q3 		$954K Sell
3,907
-240
-6% -$56.1K 0.05% 214
2025
Q2 		$933K Sell
4,147
-99
-2% -$20.5K 0.05% 224
2025
Q1 		$855K Sell
4,246
-80
-2% -$17K 0.05% 236
2024
Q4 		$920K Sell
4,326
-1,903
-31% -$405K 0.05% 213
2024
Q3 		$1.29M Sell
6,229
-177
-3% -$35.3K 0.07% 168
2024
Q2 		$1.26M Sell
6,406
-2,666
-29% -$501K 0.06% 161
2024
Q1 		$1.7M Sell
9,072
-277
-3% -$49.4K 0.13% 133
2023
Q4 		$1.58M Buy
9,349
+2,752
+42% +$438K 0.13% 133
2023
Q3 		$1M Sell
6,597
-30
-0.5% -$4.72K 0.09% 174
2023
Q2 		$1.04M Sell
6,627
-161
-2% -$23.8K 0.09% 174
2023
Q1 		$972K Buy
6,788
+342
+5% +$47.3K 0.09% 174
2022
Q4 		$853K Buy
6,446
+1,605
+33% +$214K 0.09% 177
2022
Q3 		$604K Hold
4,841
– – 0.06% 225
2022
Q2 		$697K Buy
4,841
+465
+11% +$66.6K 0.06% 224
2022
Q1 		$696K Sell
4,376
-4,883
-53% -$766K 0.06% 211
2021
Q4 		$1.56M Buy
9,259
+4,836
+109% +$789K 0.14% 113
2021
Q3 		$674K Buy
4,423
+108
+3% +$17K 0.07% 193
2021
Q2 		$657K Sell
4,315
-172
-4% -$25.4K 0.06% 200
2021
Q1 		$629K Buy
4,487
+42
+0.9% +$5.76K 0.06% 200
2020
Q4 		$593K Sell
4,445
-1,204
-21% -$152K 0.06% 203
2020
Q3 		$677K Sell
5,649
-84
-1% -$9.91K 0.08% 163
2020
Q2 		$627K Buy
5,733
+101
+2% +$10.4K 0.07% 170
2020
Q1 		$512K Buy
5,632
+18
+0.3% +$1.92K 0.05% 166
2019
Q4 		$627K Sell
5,614
-36
-0.6% -$3.84K 0.08% 167
2019
Q3 		$583K Sell
5,650
-52
-0.9% -$5.32K 0.08% 171
2019
Q2 		$577K Sell
5,702
-1,176
-17% -$117K 0.07% 171
2019
Q1 		$672K Sell
6,878
-19
-0.3% -$1.79K 0.08% 144
2018
Q4 		$599K Buy
6,897
+626
+10% +$58.5K 0.08% 147
2018
Q3 		$630K Sell
6,271
-74
-1% -$7.28K 0.07% 171
2018
Q2 		$593K Sell
6,345
-410
-6% -$38.1K 0.07% 169
2018
Q1 		$612K Buy
6,755
+461
+7% +$43.4K 0.08% 156
2017
Q4 		$578K Sell
6,294
-80
-1% -$7.16K 0.08% 175
2017
Q3 		$550K Sell
6,374
-52
-0.8% -$4.4K 0.06% 162
2017
Q2 		$533K Buy
6,426
+601
+10% +$49.3K 0.06% 166
2017
Q1 		$470K Sell
5,825
-56
-1% -$4.45K 0.05% 183
2016
Q4 		$449K Sell
5,881
-61
-1% -$4.55K 0.06% 189
2016
Q3 		$438K Sell
5,942
-54
-0.9% -$3.98K 0.05% 179
2016
Q2 		$429K Sell
5,996
-156
-3% -$11K 0.05% 175
2016
Q1 		$431K Sell
6,152
-120
-2% -$8K 0.1% 173
2015
Q4 		$438K Sell
6,272
-848
-12% -$59.5K 0.11% 169
2015
Q3 		$465K Sell
7,120
-816
-10% -$56.5K 0.13% 143
2015
Q2 		$558K Sell
7,936
-84
-1% -$6.02K 0.15% 131
2015
Q1 		$564K Buy
8,020
+1,261
+19% +$88.8K 0.17% 123
2014
Q4 		$475K Hold
6,759
– – 0.18% 126
2014
Q3 		$457K Hold
6,759
– – 0.19% 112
2014
Q2 		$452K Sell
6,759
-24
-0.4% -$1.56K 0.21% 91
2014
Q1 		$433K Sell
6,783
-543
-7% -$34.1K 0.27% 79
2013
Q4 		$463K Buy
+7,326
New +$443K 0.36% 59

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Checchi Capital Advisers's MGC Position: Q2 2026 in Review

Checchi Capital Advisers held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 3,737 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #211.

Checchi Capital Advisers first reported a position in MGC in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.7M in Q1 2024. 363 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Checchi Capital Advisers held 3,737 shares of Vanguard Morningstar Mega Cap ETF worth $1.02M as of Q2 2026.
  • Checchi Capital Advisers left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap ETF made up 0.05% of Checchi Capital Advisers's portfolio in Q2 2026, its #211 holding.
  • Checchi Capital Advisers first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2013 and has held it in 51 quarters since.
  • Checchi Capital Advisers's Vanguard Morningstar Mega Cap ETF position peaked at $1.7M in Q1 2024.
  • 363 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.