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DAGCO Inc’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

DAGCO Inc’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 		– Sell
-390
Closed -$92.2K – 247
2026
Q1 		$92.2K Hold
390
– – 0.02% 151
2025
Q4 		$98K Hold
390
– – 0.02% 142
2025
Q3 		$95.2K Hold
390
– – 0.02% 138
2025
Q2 		$87.7K Hold
390
– – 0.02% 143
2025
Q1 		$78.5K Buy
+390
New +$83.1K 0.03% 130
2024
Q4 		– Sell
-390
Closed -$80.6K – 147
2024
Q3 		$80.6K Hold
390
– – 0.03% 107
2024
Q2 		$76.9K Hold
390
– – 0.03% 107
2024
Q1 		$72.9K Buy
+390
New +$69.6K 0.03% 101

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Vantagepoint Investment Advisers
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
Leavell Investment Management
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
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

DAGCO Inc's MGC Position: Q2 2026 in Review

DAGCO Inc sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026, closing a stake of 390 shares — an estimated $92.2K sold.

DAGCO Inc first reported a position in MGC in Q1 2024 and held it in 8 quarters. The position peaked at $98K in Q4 2025. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • DAGCO Inc reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 390 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $92.2K.
  • DAGCO Inc first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2024 and held it in 8 quarters.
  • DAGCO Inc's Vanguard Morningstar Mega Cap ETF position peaked at $98K in Q4 2025.
  • 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.