Gladstone Institutional Advisory’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Gladstone Institutional Advisory’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	$300K	Buy	+1,095	New	+$291K	0.01%	740
2023 Q1	–	Sell	-3,855	Closed	-$510K	–	695
2022 Q4	$510K	Sell	3,855 -2,534	-40%	-$338K	0.04%	389
2022 Q3	$797K	Sell	6,389 -425	-6%	-$59K	0.06%	311
2022 Q2	$898K	Sell	6,814 -7,633	-53%	-$1.09M	0.07%	292
2022 Q1	$2.3M	Buy	+14,447	New	+$2.27M	0.16%	169

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

Gladstone Institutional Advisory's MGC Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026: 1,095 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #740 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in MGC as recently as Q4 2022.

Gladstone Institutional Advisory first reported a position in MGC in Q1 2022 and has held it in 5 quarters since. The position peaked at $2.3M in Q1 2022. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Gladstone Institutional Advisory held 1,095 shares of Vanguard Morningstar Mega Cap ETF worth $300K as of Q2 2026.
Vanguard Morningstar Mega Cap ETF was a new Gladstone Institutional Advisory position in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #740 holding.
Gladstone Institutional Advisory first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2022 and has held it in 5 quarters since.
Gladstone Institutional Advisory's Vanguard Morningstar Mega Cap ETF position peaked at $2.3M in Q1 2022.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.