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

Clearstead 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	$453K	Hold	1,655	–	–	﹤0.01%	784
2026 Q1	$391K	Hold	1,655	–	–	﹤0.01%	774
2025 Q4	$416K	Hold	1,655	–	–	0.01%	707
2025 Q3	$404K	Hold	1,655	–	–	0.01%	693
2025 Q2	$372K	Hold	1,655	–	–	0.01%	690
2025 Q1	$333K	Hold	1,655	–	–	0.01%	680
2024 Q4	$352K	Sell	1,655 -28	-2%	-$5.95K	0.01%	672
2024 Q3	$348K	Hold	1,683	–	–	0.01%	669
2024 Q2	$332K	Buy	+1,683	New	+$317K	0.01%	645
2020 Q3	–	Sell	-56	Closed	-$6K	–	913
2020 Q2	$6K	Hold	56	–	–	﹤0.01%	653
2020 Q1	$5K	Buy	+56	New	+$5.97K	﹤0.01%	646

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Clearstead Advisors's MGC Position: Q2 2026 in Review

Clearstead Advisors held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 1,655 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Clearstead Advisors first reported a position in MGC in Q1 2020 and has held it in 11 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Clearstead Advisors held 1,655 shares of Vanguard Morningstar Mega Cap ETF worth $453K as of Q2 2026.
Clearstead Advisors left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #784 holding.
Clearstead Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2020 and has held it in 11 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.