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Clune & Associates’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Clune & Associates’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 		$357K Sell
1,303
-2
-0.2% -$531 0.05% 135
2026
Q1 		$308K Hold
1,305
– – 0.06% 138
2025
Q4 		$328K Buy
+1,305
New +$324K 0.07% 129
2025
Q3 		– Sell
-1,305
Closed -$293K – 161
2025
Q2 		$293K Buy
+1,305
New +$270K 0.08% 123

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

Clune & Associates's MGC Position: Q2 2026 in Review

Clune & Associates reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.15% in Q2 2026, selling an estimated $531 and leaving 1,303 shares worth $357K. The position accounts for 0.05% of the portfolio, ranked #135.

Clune & Associates first reported a position in MGC in Q2 2025 and has held it in 4 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Clune & Associates held 1,303 shares of Vanguard Morningstar Mega Cap ETF worth $357K as of Q2 2026.
  • Clune & Associates sold 2 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $531.
  • Vanguard Morningstar Mega Cap ETF made up 0.05% of Clune & Associates's portfolio in Q2 2026, its #135 holding.
  • Clune & Associates first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.