Eagle Strategies’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Eagle Strategies’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	$2.39M	Buy	8,727 +206	+2%	+$54.7K	0.24%	84
2026 Q1	$2.01M	Sell	8,521 -950	-10%	-$236K	0.24%	84
2025 Q4	$2.38M	Sell	9,471 -431	-4%	-$107K	0.3%	74
2025 Q3	$2.42M	Buy	9,902 +1,312	+15%	+$307K	0.32%	72
2025 Q2	$1.93M	Buy	8,590 +741	+9%	+$153K	0.29%	74
2025 Q1	$1.58M	Buy	7,849 +1,901	+32%	+$405K	0.27%	75
2024 Q4	$1.26M	Buy	+5,948	New	+$1.26M	0.22%	85
2024 Q2	–	Sell	-7,711	Closed	-$1.44M	–	286
2024 Q1	$1.44M	Buy	+7,711	New	+$1.38M	0.32%	78

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Eagle Strategies's MGC Position: Q2 2026 in Review

Eagle Strategies increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 2.4% in Q2 2026, buying an estimated $54.7K and bringing the position to 8,727 shares worth $2.39M. The position accounts for 0.24% of the portfolio, ranked #84.

Eagle Strategies first reported a position in MGC in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.42M in Q3 2025. 263 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Eagle Strategies held 8,727 shares of Vanguard Morningstar Mega Cap ETF worth $2.39M as of Q2 2026.
Eagle Strategies bought 206 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $54.7K.
Vanguard Morningstar Mega Cap ETF made up 0.24% of Eagle Strategies's portfolio in Q2 2026, its #84 holding.
Eagle Strategies first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2024 and has held it in 8 quarters since.
Eagle Strategies's Vanguard Morningstar Mega Cap ETF position peaked at $2.42M in Q3 2025.
263 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.