Disciplined Investors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Disciplined Investors’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	$539K	Buy	1,971 +2	+0.1%	+$531	0.27%	74
2026 Q1	$465K	Buy	1,969 +2	+0.1%	+$496	0.28%	76
2025 Q4	$494K	Sell	1,967 -96	-5%	-$23.9K	0.32%	64
2025 Q3	$503K	Buy	2,063 +3	+0.1%	+$702	0.36%	63
2025 Q2	$463K	Hold	2,060	–	–	0.36%	62
2025 Q1	$415K	Buy	2,060 +2	+0.1%	+$426	0.37%	63
2024 Q4	$434K	Buy	+2,058	New	+$437K	0.42%	55

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

Disciplined Investors's MGC Position: Q2 2026 in Review

Disciplined Investors increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.1% in Q2 2026, buying an estimated $531 and bringing the position to 1,971 shares worth $539K. The position accounts for 0.27% of the portfolio, ranked #74.

Disciplined Investors first reported a position in MGC in Q4 2024 and has held it in 7 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Disciplined Investors held 1,971 shares of Vanguard Morningstar Mega Cap ETF worth $539K as of Q2 2026.
Disciplined Investors bought 2 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $531.
Vanguard Morningstar Mega Cap ETF made up 0.27% of Disciplined Investors's portfolio in Q2 2026, its #74 holding.
Disciplined Investors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and has held it in 7 quarters since.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.