EH
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Equitable Holdings’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Equitable Holdings’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 		$750K Sell
2,740
-237
-8% -$63K ﹤0.01% 1121
2026
Q1 		$748K Buy
2,977
+229
+8% +$56.8K ﹤0.01% 1087
2025
Q4 		$690K Buy
2,748
+416
+18% +$103K ﹤0.01% 1000
2025
Q3 		$569K Buy
2,332
+554
+31% +$130K ﹤0.01% 1033
2025
Q2 		$400K Sell
1,778
-32
-2% -$6.62K ﹤0.01% 1082
2025
Q1 		$364K Buy
1,810
+661
+58% +$141K ﹤0.01% 1025
2024
Q4 		$244K Sell
1,149
-246
-18% -$52.3K ﹤0.01% 1126
2024
Q3 		$288K Sell
1,395
-107
-7% -$21.4K ﹤0.01% 1054
2024
Q2 		$296K Sell
1,502
-1,398
-48% -$263K ﹤0.01% 995
2024
Q1 		$542K Buy
2,900
+1,240
+75% +$221K 0.01% 780
2023
Q4 		$281K Buy
+1,660
New +$264K ﹤0.01% 960

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

Equitable Holdings's MGC Position: Q2 2026 in Review

Equitable Holdings reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 8% in Q2 2026, selling an estimated $63K and leaving 2,740 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Equitable Holdings first reported a position in MGC in Q4 2023 and has held it in 11 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Equitable Holdings held 2,740 shares of Vanguard Morningstar Mega Cap ETF worth $750K as of Q2 2026.
  • Equitable Holdings sold 237 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $63K.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1121 holding.
  • Equitable Holdings first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.