Empower Advisory Group
MGC icon

Empower Advisory Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Empower Advisory Group’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 		$281K Sell
1,027
-364
-26% -$96.7K ﹤0.01% 450
2026
Q1 		$329K Buy
+1,391
New +$345K ﹤0.01% 393
2025
Q4 		– Sell
-1,027
Closed -$251K – 527
2025
Q3 		$251K Hold
1,027
– – ﹤0.01% 467
2025
Q2 		$231K Sell
1,027
-625
-38% -$129K ﹤0.01% 457
2025
Q1 		$333K Buy
1,652
+605
+58% +$129K ﹤0.01% 383
2024
Q4 		$223K Buy
1,047
+15
+1% +$3.19K ﹤0.01% 463
2024
Q3 		$213K Hold
1,032
– – ﹤0.01% 478
2024
Q2 		$204K Buy
+1,032
New +$194K ﹤0.01% 477

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

Empower Advisory Group's MGC Position: Q2 2026 in Review

Empower Advisory Group reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 26% in Q2 2026, selling an estimated $96.7K and leaving 1,027 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Empower Advisory Group first reported a position in MGC in Q2 2024 and has held it in 8 quarters since. The position peaked at $333K in Q1 2025. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Empower Advisory Group held 1,027 shares of Vanguard Morningstar Mega Cap ETF worth $281K as of Q2 2026.
  • Empower Advisory Group sold 364 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $96.7K.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #450 holding.
  • Empower Advisory Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • Empower Advisory Group's Vanguard Morningstar Mega Cap ETF position peaked at $333K in Q1 2025.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.