Envestnet Portfolio Solutions’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Envestnet Portfolio Solutions’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	$543K	Buy	1,984 +39	+2%	+$10.4K	﹤0.01%	954
2026 Q1	$460K	Sell	1,945 -4,452	-70%	-$1.1M	﹤0.01%	938
2025 Q4	$1.61M	Buy	6,397 +804	+14%	+$200K	0.01%	600
2025 Q3	$1.37M	Buy	5,593 +221	+4%	+$51.7K	0.01%	639
2025 Q2	$1.21M	Sell	5,372 -1,145	-18%	-$237K	﹤0.01%	727
2025 Q1	$1.31M	Sell	6,517 -13,905	-68%	-$2.96M	0.01%	721
2024 Q4	$4.34M	Sell	20,422 -374	-2%	-$79.5K	0.01%	429
2024 Q3	$4.3M	Sell	20,796 -537	-3%	-$107K	0.01%	426
2024 Q2	$4.21M	Sell	21,333 -635	-3%	-$119K	0.01%	412
2024 Q1	$4.11M	Sell	21,968 -2,431	-10%	-$434K	0.02%	430
2023 Q4	$4.13M	Buy	24,399 +5,140	+27%	+$817K	0.02%	384
2023 Q3	$2.92M	Buy	+19,259	New	+$3.03M	0.01%	439

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

Envestnet Portfolio Solutions's MGC Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 2% in Q2 2026, buying an estimated $10.4K and bringing the position to 1,984 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Envestnet Portfolio Solutions first reported a position in MGC in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.34M in Q4 2024. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Envestnet Portfolio Solutions held 1,984 shares of Vanguard Morningstar Mega Cap ETF worth $543K as of Q2 2026.
Envestnet Portfolio Solutions bought 39 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $10.4K.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #954 holding.
Envestnet Portfolio Solutions first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Vanguard Morningstar Mega Cap ETF position peaked at $4.34M in Q4 2024.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.