EFS
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Essex Financial Services’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Essex Financial Services’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 		$482K Sell
1,763
-16
-0.9% -$4.25K 0.02% 488
2026
Q1 		$420K Buy
1,779
+350
+24% +$86.9K 0.02% 502
2025
Q4 		$359K Sell
1,429
-334
-19% -$83K 0.02% 548
2025
Q3 		$430K Sell
1,763
-8
-0.5% -$1.87K 0.03% 468
2025
Q2 		$398K Sell
1,771
-24
-1% -$4.97K 0.03% 459
2025
Q1 		$362K Buy
1,795
+85
+5% +$18.1K 0.03% 455
2024
Q4 		$364K Sell
1,710
-21
-1% -$4.46K 0.03% 443
2024
Q3 		$364K Sell
1,731
-444
-20% -$88.6K 0.03% 446
2024
Q2 		$415K Buy
2,175
+489
+29% +$92K 0.03% 405
2024
Q1 		$315K Buy
1,686
+26
+2% +$4.64K 0.03% 408
2023
Q4 		$281K Sell
1,660
-78
-4% -$12.4K 0.03% 406
2023
Q3 		$264K Buy
1,738
+45
+3% +$7.09K 0.03% 392
2023
Q2 		$265K Sell
1,693
-255
-13% -$37.7K 0.03% 391
2023
Q1 		$279K Sell
1,948
-36
-2% -$4.98K 0.03% 389
2022
Q4 		$262K Buy
1,984
+1
+0.1% +$134 0.03% 389
2022
Q3 		$248K Hold
1,983
– – 0.03% 381
2022
Q2 		$262K Sell
1,983
-317
-14% -$45.4K 0.03% 390
2022
Q1 		$366K Sell
2,300
-462
-17% -$72.5K 0.04% 333
2021
Q4 		$464K Buy
2,762
+163
+6% +$26.6K 0.05% 298
2021
Q3 		$396K Buy
2,599
+298
+13% +$46.8K 0.05% 299
2021
Q2 		$323K Hold
2,301
– – 0.05% 312
2021
Q1 		$323K Buy
+2,301
New +$315K 0.06% 254

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

Essex Financial Services's MGC Position: Q2 2026 in Review

Essex Financial Services reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.9% in Q2 2026, selling an estimated $4.25K and leaving 1,763 shares worth $482K. The position accounts for 0.02% of the portfolio, ranked #488.

Essex Financial Services first reported a position in MGC in Q1 2021 and has held it in 22 quarters since. 424 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Essex Financial Services held 1,763 shares of Vanguard Morningstar Mega Cap ETF worth $482K as of Q2 2026.
  • Essex Financial Services sold 16 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $4.25K.
  • Vanguard Morningstar Mega Cap ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #488 holding.
  • Essex Financial Services first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 424 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.