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Financial Partners Group (Kansas)’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Financial Partners Group (Kansas)’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 		$963K Buy
3,519
+9
+0.3% +$2.39K 0.1% 103
2026
Q1 		$830K Buy
3,510
+22
+0.6% +$5.46K 0.1% 104
2025
Q4 		$885K Sell
3,488
-9
-0.3% -$2.24K 0.1% 96
2025
Q3 		$854K Hold
3,497
– – 0.11% 88
2025
Q2 		$787K Buy
3,497
+15
+0.4% +$3.1K 0.11% 87
2025
Q1 		$701K Buy
3,482
+5
+0.1% +$1.06K 0.11% 89
2024
Q4 		$739K Buy
3,477
+916
+36% +$195K 0.11% 81
2024
Q3 		$529K Sell
2,561
-115
-4% -$22.9K 0.08% 102
2024
Q2 		$528K Buy
2,676
+38
+1% +$7.15K 0.08% 98
2024
Q1 		$493K Buy
2,638
+75
+3% +$13.4K 0.08% 107
2023
Q4 		$434K Hold
2,563
– – 0.08% 102
2023
Q3 		$398K Sell
2,563
-10
-0.4% -$1.57K 0.08% 99
2023
Q2 		$406K Buy
2,573
+48
+2% +$7.09K 0.08% 105
2023
Q1 		$361K Hold
2,525
– – 0.08% 109
2022
Q4 		$361K Sell
2,525
-21
-0.8% -$2.81K 0.08% 108
2022
Q3 		$318K Sell
2,546
-79
-3% -$11K 0.08% 109
2022
Q2 		$346K Sell
2,625
-233
-8% -$33.4K 0.09% 105
2022
Q1 		$455K Sell
2,858
-280
-9% -$43.9K 0.1% 103
2021
Q4 		$499K Sell
3,138
-717
-19% -$117K 0.11% 99
2021
Q3 		$587K Sell
3,855
-18
-0.5% -$2.83K 0.14% 83
2021
Q2 		$590K Buy
3,873
+5
+0.1% +$739 0.15% 77
2021
Q1 		$542K Buy
3,868
+60
+2% +$8.22K 0.15% 72
2020
Q4 		$521K Sell
3,808
-190
-5% -$24K 0.16% 68
2020
Q3 		$479K Sell
3,998
-1,030
-20% -$122K 0.16% 58
2020
Q2 		$550K Buy
5,028
+2,368
+89% +$245K 0.21% 50
2020
Q1 		$231K Buy
+2,660
New +$284K 0.14% 60

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

Financial Partners Group (Kansas)'s MGC Position: Q2 2026 in Review

Financial Partners Group (Kansas) increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.26% in Q2 2026, buying an estimated $2.39K and bringing the position to 3,519 shares worth $963K. The position accounts for 0.1% of the portfolio, ranked #103.

Financial Partners Group (Kansas) first reported a position in MGC in Q1 2020 and has held it in 26 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Financial Partners Group (Kansas) held 3,519 shares of Vanguard Morningstar Mega Cap ETF worth $963K as of Q2 2026.
  • Financial Partners Group (Kansas) bought 9 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $2.39K.
  • Vanguard Morningstar Mega Cap ETF made up 0.1% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #103 holding.
  • Financial Partners Group (Kansas) first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.