EP Wealth Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

EP Wealth Advisors’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	$448K	Buy	1,636 +593	+57%	+$158K	﹤0.01%	1075
2026 Q1	$247K	Hold	1,043	–	–	﹤0.01%	1285
2025 Q4	$262K	Buy	+1,043	New	+$259K	﹤0.01%	1216
2025 Q2	$227K	Hold	1,011	–	–	﹤0.01%	1173
2025 Q1	$204K	Hold	1,011	–	–	﹤0.01%	1125
2024 Q4	$215K	Sell	1,011 -24	-2%	-$5.1K	﹤0.01%	1039
2024 Q3	$214K	Sell	1,035 -35	-3%	-$6.98K	﹤0.01%	1013
2024 Q2	$211K	Sell	1,070 -874	-45%	-$164K	﹤0.01%	750
2024 Q1	$363K	Buy	1,944 +716	+58%	+$128K	﹤0.01%	578
2023 Q4	$208K	Sell	1,228 -469	-28%	-$74.6K	﹤0.01%	704
2023 Q3	$258K	Sell	1,697 -591,214	-100%	-$93.1M	﹤0.01%	593
2023 Q2	$266K	Buy	592,911 +382,074	+181%	+$56.5M	﹤0.01%	588
2023 Q1	$44.7M	Buy	+210,837	New	+$29.2M	0.77%	31

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

EP Wealth Advisors's MGC Position: Q2 2026 in Review

EP Wealth Advisors increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 57% in Q2 2026, buying an estimated $158K and bringing the position to 1,636 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

EP Wealth Advisors first reported a position in MGC in Q1 2023 and has held it in 13 quarters since. The position peaked at $44.7M in Q1 2023. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

EP Wealth Advisors held 1,636 shares of Vanguard Morningstar Mega Cap ETF worth $448K as of Q2 2026.
EP Wealth Advisors bought 593 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $158K.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1075 holding.
EP Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2023 and has held it in 13 quarters since.
EP Wealth Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $44.7M in Q1 2023.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.