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Freestone Capital Holdings’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Freestone Capital Holdings’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 		$1.07M Buy
+3,912
New +$1.04M 0.03% 248
2020
Q4 		– Sell
-8
Closed -$962 – 1308
2020
Q3 		$962 Buy
+8
New +$944 ﹤0.01% 1120

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

Freestone Capital Holdings's MGC Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026: 3,912 shares worth $1.07M. The stake represents 0.03% of the portfolio and ranks #248 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in MGC as recently as Q3 2020.

Freestone Capital Holdings first reported a position in MGC in Q3 2020 and has held it in 2 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Freestone Capital Holdings held 3,912 shares of Vanguard Morningstar Mega Cap ETF worth $1.07M as of Q2 2026.
  • Vanguard Morningstar Mega Cap ETF was a new Freestone Capital Holdings position in Q2 2026.
  • Vanguard Morningstar Mega Cap ETF made up 0.03% of Freestone Capital Holdings's portfolio in Q2 2026, its #248 holding.
  • Freestone Capital Holdings first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2020 and has held it in 2 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.