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

Claro 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 Q3	$1.75M	Sell	6,182 -67	-1%	-$18.7K	0.17%	104
2026 Q2	$1.71M	Sell	6,249 -1,552	-20%	-$412K	0.18%	96
2026 Q1	$1.84M	Sell	7,801 -37,627	-83%	-$9.34M	0.22%	81
2025 Q4	$11.4M	Buy	45,428 +5,579	+14%	+$1.39M	1.55%	14
2025 Q3	$9.7M	Buy	39,849 +18,220	+84%	+$4.26M	1.42%	16
2025 Q2	$4.86M	Buy	21,629 +9,113	+73%	+$1.89M	0.8%	22
2025 Q1	$2.52M	Buy	12,516 +9,514	+317%	+$2.03M	0.34%	55
2024 Q4	$638K	Buy	3,002 +149	+5%	+$31.7K	0.09%	207
2024 Q3	$590K	Buy	2,853 +812	+40%	+$162K	0.08%	247
2024 Q2	$403K	Buy	2,041 +832	+69%	+$156K	0.06%	265
2024 Q1	$226K	Buy	+1,209	New	+$216K	0.04%	375

Other funds holding MGC

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Claro Advisors's MGC Position: Q3 2026 in Review

Claro Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1.1% in Q3 2026, selling an estimated $18.7K and leaving 6,182 shares worth $1.75M. The position accounts for 0.17% of the portfolio, ranked #104.

Claro Advisors first reported a position in MGC in Q1 2024 and has held it in 11 quarters since. The position peaked at $11.4M in Q4 2025. 473 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

Claro Advisors held 6,182 shares of Vanguard Morningstar Mega Cap ETF worth $1.75M as of Q3 2026.
Claro Advisors sold 67 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $18.7K.
Vanguard Morningstar Mega Cap ETF made up 0.17% of Claro Advisors's portfolio in Q3 2026, its #104 holding.
Claro Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2024 and has held it in 11 quarters since.
Claro Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $11.4M in Q4 2025.
473 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.