Diversify Advisory Services’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Diversify Advisory 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	$865K	Buy	+3,210	New	+$853K	0.01%	687
2026 Q1	–	Sell	-1,737	Closed	-$440K	–	604
2025 Q4	$440K	Buy	1,737 +20	+1%	+$4.97K	0.01%	639
2025 Q3	$433K	Sell	1,717 -4	-0.2%	-$936	0.01%	612
2025 Q2	$404K	Sell	1,721 -50	-3%	-$10.3K	0.02%	606
2025 Q1	$355K	Buy	1,771 +19	+1%	+$4.05K	0.02%	444
2024 Q4	$369K	Sell	1,752 -128	-7%	-$27.2K	0.02%	436
2024 Q3	$396K	Buy	1,880 +58	+3%	+$11.6K	0.02%	421
2024 Q2	$369K	Buy	1,822 +128	+8%	+$24.1K	0.02%	445
2024 Q1	$316K	Buy	+1,694	New	+$302K	0.02%	526

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

Diversify Advisory Services's MGC Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026: 3,210 shares worth $865K. The stake represents 0.01% of the portfolio and ranks #687 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in MGC as recently as Q4 2025.

Diversify Advisory Services first reported a position in MGC in Q1 2024 and has held it in 9 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Diversify Advisory Services held 3,210 shares of Vanguard Morningstar Mega Cap ETF worth $865K as of Q2 2026.
Vanguard Morningstar Mega Cap ETF was a new Diversify Advisory Services position in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #687 holding.
Diversify Advisory Services first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2024 and has held it in 9 quarters since.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.