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Empowered Funds’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Empowered Funds’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 		$338K Buy
+1,235
New +$328K ﹤0.01% 1819
2025
Q4 		– Sell
-1,316
Closed -$321K – 1546
2025
Q3 		$321K Buy
+1,316
New +$308K ﹤0.01% 1569

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

Empowered Funds's MGC Position: Q2 2026 in Review

Empowered Funds opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026: 1,235 shares worth $338K. The stake represents ﹤0.01% of the portfolio and ranks #1819 among its holdings. This is a return to the name: Empowered Funds previously reported a position in MGC as recently as Q3 2025.

Empowered Funds first reported a position in MGC in Q3 2025 and has held it in 2 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Empowered Funds held 1,235 shares of Vanguard Morningstar Mega Cap ETF worth $338K as of Q2 2026.
  • Vanguard Morningstar Mega Cap ETF was a new Empowered Funds position in Q2 2026.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1819 holding.
  • Empowered Funds first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2025 and has held it in 2 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.