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CX Institutional’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

CX Institutional’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 		$97K Sell
355
-3
-0.8% -$797 ﹤0.01% 868
2026
Q1 		$85K Buy
358
+1
+0.3% +$248 ﹤0.01% 883
2025
Q4 		$90K Buy
357
+2
+0.6% +$497 ﹤0.01% 870
2025
Q3 		$87K Buy
355
+261
+278% +$61K ﹤0.01% 848
2025
Q2 		$21K Hold
94
– – ﹤0.01% 955
2025
Q1 		$19K Buy
+94
New +$20K ﹤0.01% 950
2022
Q4 		– Sell
-55,798
Closed -$6.96M – 552
2022
Q3 		$6.96M Buy
55,798
+31,088
+126% +$4.31M 0.48% 52
2022
Q2 		$3.26M Sell
24,710
-844
-3% -$121K 0.25% 100
2022
Q1 		$4.06M Buy
+25,554
New +$4.01M 0.33% 88
2021
Q4 		– Sell
-454
Closed -$69K – 698
2021
Q3 		$69K Buy
454
+20
+5% +$3.14K 0.01% 519
2021
Q2 		$66K Sell
434
-15,652
-97% -$2.31M 0.01% 514
2021
Q1 		$2.26M Sell
16,086
-24,706
-61% -$3.39M 0.2% 126
2020
Q4 		$5.44M Buy
40,792
+7,066
+21% +$894K 0.52% 52
2020
Q3 		$4.04M Buy
33,726
+5,502
+19% +$649K 0.44% 60
2020
Q2 		$3.09M Buy
28,224
+7,656
+37% +$792K 0.41% 52
2020
Q1 		$1.87M Buy
20,568
+4,950
+32% +$528K 0.31% 71
2019
Q4 		$1.75M Sell
15,618
-308
-2% -$32.9K 0.3% 81
2019
Q3 		$1.64M Buy
15,926
+594
+4% +$60.8K 0.27% 94
2019
Q2 		$1.55M Buy
15,332
+15,306
+58,869% +$1.52M 0.25% 93
2019
Q1 		$3K Sell
26
-9,461
-100% -$890K ﹤0.01% 640
2018
Q4 		$824K Buy
+9,487
New +$887K 0.17% 104
2018
Q3 		– Sell
-7,447
Closed -$695K – 350
2018
Q2 		$695K Buy
+7,447
New +$693K 0.26% 84

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

CX Institutional's MGC Position: Q2 2026 in Review

CX Institutional reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.84% in Q2 2026, selling an estimated $797 and leaving 355 shares worth $97K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

CX Institutional first reported a position in MGC in Q2 2018 and has held it in 22 quarters since. The position peaked at $6.96M in Q3 2022. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • CX Institutional held 355 shares of Vanguard Morningstar Mega Cap ETF worth $97K as of Q2 2026.
  • CX Institutional sold 3 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $797.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #868 holding.
  • CX Institutional first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2018 and has held it in 22 quarters since.
  • CX Institutional's Vanguard Morningstar Mega Cap ETF position peaked at $6.96M in Q3 2022.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.