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Continuum Advisory’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Continuum Advisory’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 		$8.76K Buy
+32
New +$8.5K ﹤0.01% 1298
2025
Q2 		– Sell
-32
Closed -$6.44K – 1123
2025
Q1 		$6.44K Hold
32
– – ﹤0.01% 1071
2024
Q4 		$6.8K Hold
32
– – ﹤0.01% 1075
2024
Q3 		$6.85K Hold
32
– – ﹤0.01% 1087
2024
Q2 		$6.31K Hold
32
– – ﹤0.01% 1043
2024
Q1 		$5.96K Buy
+32
New +$5.71K ﹤0.01% 1040
2020
Q2 		– Sell
-6,373
Closed -$555K – 158
2020
Q1 		$555K Buy
+6,373
New +$680K 0.37% 69

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

Continuum Advisory's MGC Position: Q2 2026 in Review

Continuum Advisory opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026: 32 shares worth $8.76K. The stake represents ﹤0.01% of the portfolio and ranks #1298 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in MGC as recently as Q1 2025.

Continuum Advisory first reported a position in MGC in Q1 2020 and has held it in 7 quarters since. The position peaked at $555K in Q1 2020. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Continuum Advisory held 32 shares of Vanguard Morningstar Mega Cap ETF worth $8.76K as of Q2 2026.
  • Vanguard Morningstar Mega Cap ETF was a new Continuum Advisory position in Q2 2026.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1298 holding.
  • Continuum Advisory first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2020 and has held it in 7 quarters since.
  • Continuum Advisory's Vanguard Morningstar Mega Cap ETF position peaked at $555K in Q1 2020.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.