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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
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 		$9.73M 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

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

Claro Advisors's MGC Position: Q2 2026 in Review

Claro Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 20% in Q2 2026, selling an estimated $412K and leaving 6,249 shares worth $1.71M. The position accounts for 0.18% of the portfolio, ranked #96.

Claro Advisors first reported a position in MGC in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.4M in Q4 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Claro Advisors held 6,249 shares of Vanguard Morningstar Mega Cap ETF worth $1.71M as of Q2 2026.
  • Claro Advisors sold 1,552 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $412K.
  • Vanguard Morningstar Mega Cap ETF made up 0.18% of Claro Advisors's portfolio in Q2 2026, its #96 holding.
  • Claro Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • Claro Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $11.4M in Q4 2025.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.