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David Kennon’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

David Kennon’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 		$4.42M Sell
16,168
-165
-1% -$43.8K 1.46% 15
2026
Q1 		$3.86M Buy
16,333
+4,386
+37% +$1.09M 1.38% 17
2025
Q4 		$3M Buy
11,947
+103
+0.9% +$25.6K 1.07% 21
2025
Q3 		$2.89M Sell
11,844
-89
-0.7% -$20.8K 1.04% 21
2025
Q2 		$2.68M Buy
11,933
+82
+0.7% +$17K 1% 21
2025
Q1 		$2.39M Sell
11,851
-275
-2% -$58.6K 0.95% 22
2024
Q4 		$2.58M Buy
12,126
+42
+0.3% +$8.93K 1.02% 22
2024
Q3 		$2.5M Sell
12,084
-148
-1% -$29.5K 0.98% 22
2024
Q2 		$2.41M Buy
12,232
+289
+2% +$54.4K 1.01% 22
2024
Q1 		$2.23M Sell
11,943
-8,668
-42% -$1.55M 0.95% 22
2023
Q4 		$3.49M Sell
20,611
-554
-3% -$88.1K 1.56% 20
2023
Q3 		$3.21M Buy
21,165
+1,065
+5% +$168K 1.54% 19
2023
Q2 		$3.14M Buy
20,100
+693
+4% +$102K 1.46% 19
2023
Q1 		$2.78M Buy
19,407
+42
+0.2% +$5.81K 1.36% 20
2022
Q4 		$2.56M Sell
19,365
-1,394
-7% -$186K 1.33% 14
2022
Q3 		$2.59M Buy
+20,759
New +$2.88M 1.42% 14

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

David Kennon's MGC Position: Q2 2026 in Review

David Kennon reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1% in Q2 2026, selling an estimated $43.8K and leaving 16,168 shares worth $4.42M. The position accounts for 1.46% of the portfolio, ranked #15.

David Kennon first reported a position in MGC in Q3 2022 and has held it in 16 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • David Kennon held 16,168 shares of Vanguard Morningstar Mega Cap ETF worth $4.42M as of Q2 2026.
  • David Kennon sold 165 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $43.8K.
  • Vanguard Morningstar Mega Cap ETF made up 1.46% of David Kennon's portfolio in Q2 2026, its #15 holding.
  • David Kennon first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on David Kennon's 13F filing for Q2 2026, filed 22 Jul 2026.