Focus Partners Wealth
MGC icon

Focus Partners Wealth’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Focus Partners Wealth’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 		$11M Buy
40,266
+4,549
+13% +$1.21M 0.01% 686
2026
Q1 		$8.44M Buy
35,717
+1,112
+3% +$276K 0.01% 771
2025
Q4 		$8.69M Buy
34,605
+9,716
+39% +$2.42M 0.01% 752
2025
Q3 		$6.08M Buy
24,889
+1,642
+7% +$384K 0.01% 700
2025
Q2 		$5.23M Sell
23,247
-1,311
-5% -$271K 0.01% 663
2025
Q1 		$4.95M Buy
24,558
+4,555
+23% +$970K 0.01% 627
2024
Q4 		$4.25M Buy
20,003
+10,896
+120% +$2.32M 0.01% 656
2024
Q3 		$1.88M Sell
9,107
-1,689
-16% -$337K 0.01% 777
2024
Q2 		$2.16M Buy
10,796
+6,749
+167% +$1.27M 0.01% 637
2024
Q1 		$756K Buy
+4,047
New +$722K 0.01% 652

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

Focus Partners Wealth's MGC Position: Q2 2026 in Review

Focus Partners Wealth increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 13% in Q2 2026, buying an estimated $1.21M and bringing the position to 40,266 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #686.

Focus Partners Wealth first reported a position in MGC in Q1 2024 and has held it in 10 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Focus Partners Wealth held 40,266 shares of Vanguard Morningstar Mega Cap ETF worth $11M as of Q2 2026.
  • Focus Partners Wealth bought 4,549 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $1.21M.
  • Vanguard Morningstar Mega Cap ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #686 holding.
  • Focus Partners Wealth first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.