CRA Financial Services’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

CRA Financial Services’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	$262K	Buy	+957	New	+$254K	0.03%	274
2026 Q1	–	Sell	-835	Closed	-$210K	–	301
2025 Q4	$210K	Buy	+835	New	+$208K	0.03%	282
2021 Q4	–	Sell	-1,436	Closed	-$219K	–	215
2021 Q3	$219K	Buy	+1,436	New	+$226K	0.07%	180

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

CRA Financial Services's MGC Position: Q2 2026 in Review

CRA Financial Services opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026: 957 shares worth $262K. The stake represents 0.03% of the portfolio and ranks #274 among its holdings. This is a return to the name: CRA Financial Services previously reported a position in MGC as recently as Q4 2025.

CRA Financial Services first reported a position in MGC in Q3 2021 and has held it in 3 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

CRA Financial Services held 957 shares of Vanguard Morningstar Mega Cap ETF worth $262K as of Q2 2026.
Vanguard Morningstar Mega Cap ETF was a new CRA Financial Services position in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.03% of CRA Financial Services's portfolio in Q2 2026, its #274 holding.
CRA Financial Services first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2021 and has held it in 3 quarters since.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.