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First Pacific Financial’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

First Pacific Financial’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 		$429K Buy
1,567
+3
+0.2% +$797 0.05% 139
2026
Q1 		$370K Buy
1,564
+5
+0.3% +$1.24K 0.05% 144
2025
Q4 		$392K Buy
1,559
+7
+0.5% +$1.74K 0.05% 141
2025
Q3 		$379K Sell
1,552
-755
-33% -$177K 0.05% 139
2025
Q2 		$519K Hold
2,307
– – 0.08% 128
2025
Q1 		$464K Hold
2,307
– – 0.09% 107
2024
Q4 		$491K Hold
2,307
– – 0.11% 107
2024
Q3 		$477K Hold
2,307
– – 0.11% 100
2024
Q2 		$455K Hold
2,307
– – 0.12% 97
2024
Q1 		$431K Hold
2,307
– – 0.12% 100
2023
Q4 		$390K Buy
2,307
+10
+0.4% +$1.59K 0.12% 100
2023
Q3 		$349K Buy
2,297
+8
+0.3% +$1.26K 0.16% 94
2023
Q2 		$358K Buy
2,289
+8
+0.4% +$1.18K 0.15% 98
2023
Q1 		$326K Buy
2,281
+8
+0.4% +$1.11K 0.15% 98
2022
Q4 		$301K Buy
2,273
+21
+0.9% +$2.81K 0.15% 101
2022
Q3 		$281K Hold
2,252
– – 0.16% 95
2022
Q2 		$297K Buy
2,252
+8
+0.4% +$1.15K 0.14% 98
2022
Q1 		$357K Buy
2,244
+7
+0.3% +$1.1K 0.18% 85
2021
Q4 		$376K Buy
2,237
+15
+0.7% +$2.45K 0.18% 89
2021
Q3 		$339K Hold
2,222
– – 0.18% 90
2021
Q2 		$339K Buy
2,222
+13
+0.6% +$1.92K 0.19% 87
2021
Q1 		$310K Hold
2,209
– – 0.19% 86
2020
Q4 		$295K Buy
2,209
+10
+0.5% +$1.26K 0.18% 87
2020
Q3 		$264K Buy
+2,199
New +$259K 0.23% 17

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

First Pacific Financial's MGC Position: Q2 2026 in Review

First Pacific Financial increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.19% in Q2 2026, buying an estimated $797 and bringing the position to 1,567 shares worth $429K. The position accounts for 0.05% of the portfolio, ranked #139.

First Pacific Financial first reported a position in MGC in Q3 2020 and has held it in 24 quarters since. The position peaked at $519K in Q2 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • First Pacific Financial held 1,567 shares of Vanguard Morningstar Mega Cap ETF worth $429K as of Q2 2026.
  • First Pacific Financial bought 3 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $797.
  • Vanguard Morningstar Mega Cap ETF made up 0.05% of First Pacific Financial's portfolio in Q2 2026, its #139 holding.
  • First Pacific Financial first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • First Pacific Financial's Vanguard Morningstar Mega Cap ETF position peaked at $519K in Q2 2025.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.