EWM
MGC icon

Empirical Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Empirical Wealth Management’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 		$26.7M Buy
97,516
+8,097
+9% +$2.15M 0.39% 48
2026
Q1 		$21.1M Buy
89,419
+3,661
+4% +$909K 0.37% 51
2025
Q4 		$21.5M Buy
85,758
+2,666
+3% +$663K 0.38% 45
2025
Q3 		$20.3M Buy
83,092
+10,383
+14% +$2.43M 0.41% 46
2025
Q2 		$16.4M Buy
72,709
+1,992
+3% +$412K 0.37% 53
2025
Q1 		$14.2M Buy
70,717
+777
+1% +$165K 0.37% 53
2024
Q4 		$14.9M Buy
69,940
+4,267
+6% +$907K 0.4% 50
2024
Q3 		$13.6M Buy
65,673
+8,331
+15% +$1.66M 0.38% 56
2024
Q2 		$11.3M Buy
57,342
+3,959
+7% +$745K 0.34% 60
2024
Q1 		$9.98M Buy
53,383
+6,730
+14% +$1.2M 0.3% 69
2023
Q4 		$7.9M Buy
46,653
+6,991
+18% +$1.11M 0.26% 79
2023
Q3 		$6.02M Buy
39,662
+7,056
+22% +$1.11M 0.24% 87
2023
Q2 		$5.1M Buy
32,606
+7,334
+29% +$1.08M 0.21% 97
2023
Q1 		$3.62M Buy
25,272
+1,460
+6% +$202K 0.16% 105
2022
Q4 		$3.15M Buy
23,812
+3,381
+17% +$452K 0.15% 110
2022
Q3 		$2.55M Buy
20,431
+2,304
+13% +$320K 0.13% 111
2022
Q2 		$2.39M Sell
18,127
-10,280
-36% -$1.47M 0.13% 112
2022
Q1 		$4.52M Sell
28,407
-861
-3% -$135K 0.23% 75
2021
Q4 		$4.92M Sell
29,268
-2,542
-8% -$414K 0.25% 71
2021
Q3 		$4.85M Buy
31,810
+486
+2% +$76.4K 0.28% 65
2021
Q2 		$4.77M Buy
31,324
+2,220
+8% +$328K 0.29% 60
2021
Q1 		$4.08M Buy
29,104
+12,626
+77% +$1.73M 0.33% 55
2020
Q4 		$2.2M Buy
16,478
+6,818
+71% +$862K 0.17% 87
2020
Q3 		$1.16M Buy
9,660
+6,544
+210% +$772K 0.1% 130
2020
Q2 		$341K Buy
+3,116
New +$322K 0.03% 263

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

Empirical Wealth Management's MGC Position: Q2 2026 in Review

Empirical Wealth Management increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 9.1% in Q2 2026, buying an estimated $2.15M and bringing the position to 97,516 shares worth $26.7M. The position accounts for 0.39% of the portfolio, ranked #48.

Empirical Wealth Management first reported a position in MGC in Q2 2020 and has held it in 25 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Empirical Wealth Management held 97,516 shares of Vanguard Morningstar Mega Cap ETF worth $26.7M as of Q2 2026.
  • Empirical Wealth Management bought 8,097 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $2.15M.
  • Vanguard Morningstar Mega Cap ETF made up 0.39% of Empirical Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Empirical Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.