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Foundations Investment Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Foundations Investment 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 		$488K Sell
1,785
-294
-14% -$78.1K 0.01% 790
2026
Q1 		$491K Sell
2,079
-1,205
-37% -$299K 0.01% 729
2025
Q4 		$825K Buy
+3,284
New +$816K 0.01% 571
2024
Q4 		– Sell
-2,241
Closed -$463K – 868
2024
Q3 		$463K Buy
2,241
+888
+66% +$177K 0.01% 534
2024
Q2 		$267K Sell
1,353
-2,201
-62% -$414K 0.01% 633
2024
Q1 		$664K Buy
+3,554
New +$634K 0.02% 402
2022
Q2 		– Sell
-11,666
Closed -$1.79M – 408
2022
Q1 		$1.79M Buy
+11,666
New +$1.83M 0.07% 98

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Foundations Investment Advisors's MGC Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 14% in Q2 2026, selling an estimated $78.1K and leaving 1,785 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #790.

Foundations Investment Advisors first reported a position in MGC in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.79M in Q1 2022. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Foundations Investment Advisors held 1,785 shares of Vanguard Morningstar Mega Cap ETF worth $488K as of Q2 2026.
  • Foundations Investment Advisors sold 294 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $78.1K.
  • Vanguard Morningstar Mega Cap ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #790 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2022 and has held it in 7 quarters since.
  • Foundations Investment Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $1.79M in Q1 2022.
  • 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.