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

Concurrent Investment 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	$3.33M	Buy	12,170 +240	+2%	+$63.8K	0.03%	554
2026 Q1	$2.82M	Sell	11,930 -55,180	-82%	-$13.7M	0.03%	507
2025 Q4	$16.9M	Buy	67,110 +57,846	+624%	+$14.4M	0.19%	114
2025 Q3	$2.26M	Buy	9,264 +711	+8%	+$166K	0.04%	430
2025 Q2	$1.92M	Buy	8,553 +1,153	+16%	+$239K	0.04%	438
2025 Q1	$1.49M	Buy	7,400 +1,827	+33%	+$389K	0.04%	433
2024 Q4	$1.19M	Buy	5,573 +2,683	+93%	+$570K	0.03%	450
2024 Q3	$597K	Buy	+2,890	New	+$577K	0.02%	584

Other funds holding MGC

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Concurrent Investment Advisors's MGC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 2% in Q2 2026, buying an estimated $63.8K and bringing the position to 12,170 shares worth $3.33M. The position accounts for 0.03% of the portfolio, ranked #554.

Concurrent Investment Advisors first reported a position in MGC in Q3 2024 and has held it in 8 quarters since. The position peaked at $16.9M in Q4 2025. 250 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Concurrent Investment Advisors held 12,170 shares of Vanguard Morningstar Mega Cap ETF worth $3.33M as of Q2 2026.
Concurrent Investment Advisors bought 240 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $63.8K.
Vanguard Morningstar Mega Cap ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #554 holding.
Concurrent Investment Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2024 and has held it in 8 quarters since.
Concurrent Investment Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $16.9M in Q4 2025.
250 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.