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

EverSource 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 		$8.76K Sell
32
-32
-50% -$8.5K ﹤0.01% 2979
2026
Q1 		$15.1K Buy
64
+32
+100% +$7.94K ﹤0.01% 2677
2025
Q4 		$8.04K Hold
32
– – ﹤0.01% 2909
2025
Q3 		$7.81K Hold
32
– – ﹤0.01% 2953
2025
Q2 		$7.2K Hold
32
– – ﹤0.01% 2993
2025
Q1 		$6.44K Buy
32
+23
+256% +$4.9K ﹤0.01% 2366
2024
Q4 		$1.91K Buy
+9
New +$1.91K ﹤0.01% 2725

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

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

EverSource Wealth Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 50% in Q2 2026, selling an estimated $8.5K and leaving 32 shares worth $8.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2979.

EverSource Wealth Advisors first reported a position in MGC in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.1K in Q1 2026. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • EverSource Wealth Advisors held 32 shares of Vanguard Morningstar Mega Cap ETF worth $8.76K as of Q2 2026.
  • EverSource Wealth Advisors sold 32 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $8.5K.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2979 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $15.1K in Q1 2026.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.