Family Office Research’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Family Office Research’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	$780K	Hold	2,852	–	–	0.29%	36
2026 Q1	$674K	Buy	2,852 +9	+0.3%	+$2.23K	0.29%	37
2025 Q4	$720K	Buy	2,843 +14	+0.5%	+$3.48K	0.29%	36
2025 Q3	$691K	Buy	2,829 +7	+0.2%	+$1.64K	0.3%	38
2025 Q2	$635K	Hold	2,822	–	–	0.3%	34
2025 Q1	$568K	Sell	2,822 -211	-7%	-$44.9K	0.28%	34
2024 Q4	$645K	Buy	+3,033	New	+$645K	0.28%	35

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

Family Office Research's MGC Position: Q2 2026 in Review

Family Office Research held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 2,852 shares worth $780K. The position accounts for 0.29% of the portfolio, ranked #36.

Family Office Research first reported a position in MGC in Q4 2024 and has held it in 7 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Family Office Research held 2,852 shares of Vanguard Morningstar Mega Cap ETF worth $780K as of Q2 2026.
Family Office Research left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.29% of Family Office Research's portfolio in Q2 2026, its #36 holding.
Family Office Research first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and has held it in 7 quarters since.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.