Focus Financial Network’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Focus Financial Network’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	$305K	Sell	1,114 -115	-9%	-$30.5K	0.01%	620
2026 Q1	$290K	Sell	1,229 -131	-10%	-$32.5K	0.01%	605
2025 Q4	$342K	Buy	1,360 +116	+9%	+$28.8K	0.01%	550
2025 Q3	$304K	Buy	1,244 +208	+20%	+$48.6K	0.01%	594
2025 Q2	$234K	Sell	1,036 -14	-1%	-$2.9K	0.01%	645
2025 Q1	$212K	Sell	1,050 -705	-40%	-$150K	0.01%	646
2024 Q4	$373K	Sell	1,755 -266	-13%	-$56.5K	0.01%	490
2024 Q3	$418K	Sell	2,021 -40	-2%	-$7.98K	0.02%	454
2024 Q2	$415K	Buy	2,061 +6	+0.3%	+$1.13K	0.02%	446
2024 Q1	$368K	Buy	2,055 +88	+4%	+$15.7K	0.02%	444
2023 Q4	$333K	Buy	+1,967	New	+$313K	0.01%	546

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

Focus Financial Network's MGC Position: Q2 2026 in Review

Focus Financial Network reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 9.4% in Q2 2026, selling an estimated $30.5K and leaving 1,114 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #620.

Focus Financial Network first reported a position in MGC in Q4 2023 and has held it in 11 quarters since. The position peaked at $418K in Q3 2024. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Focus Financial Network held 1,114 shares of Vanguard Morningstar Mega Cap ETF worth $305K as of Q2 2026.
Focus Financial Network sold 115 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $30.5K.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #620 holding.
Focus Financial Network first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and has held it in 11 quarters since.
Focus Financial Network's Vanguard Morningstar Mega Cap ETF position peaked at $418K in Q3 2024.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.