Farther Finance Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Farther Finance 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	$505K	Sell	1,847 -151	-8%	-$40.1K	﹤0.01%	1554
2026 Q1	$476K	Sell	1,998 -201	-9%	-$49.9K	﹤0.01%	1428
2025 Q4	$552K	Buy	2,199 +1,198	+120%	+$298K	0.01%	1235
2025 Q3	$244K	Sell	1,001 -3,944	-80%	-$922K	﹤0.01%	1501
2025 Q2	$1.11M	Buy	4,945 +388	+9%	+$80.3K	0.02%	552
2025 Q1	$922K	Buy	+4,557	New	+$970K	0.02%	539
2024 Q4	–	Sell	-35,214	Closed	-$7.28M	–	4094
2024 Q3	$7.28M	Buy	35,214 +67	+0.2%	+$13.4K	0.27%	74
2024 Q2	$6.97M	Sell	35,147 -2,080	-6%	-$391K	0.34%	53
2024 Q1	$6.95M	Sell	37,227 -3,278	-8%	-$585K	0.42%	42
2023 Q4	$6.86M	Buy	+40,505	New	+$6.44M	0.49%	37
2023 Q2	–	Sell	-172	Closed	-$24.6K	–	2537
2023 Q1	$24.6K	Hold	172	–	–	0.01%	837
2022 Q4	$22.8K	Buy	+172	New	+$23K	0.01%	693

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

Farther Finance Advisors's MGC Position: Q2 2026 in Review

Farther Finance Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 7.6% in Q2 2026, selling an estimated $40.1K and leaving 1,847 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Farther Finance Advisors first reported a position in MGC in Q4 2022 and has held it in 12 quarters since. The position peaked at $7.28M in Q3 2024. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Farther Finance Advisors held 1,847 shares of Vanguard Morningstar Mega Cap ETF worth $505K as of Q2 2026.
Farther Finance Advisors sold 151 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $40.1K.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1554 holding.
Farther Finance Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2022 and has held it in 12 quarters since.
Farther Finance Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $7.28M in Q3 2024.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.