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

Glass Jacobson 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 		$652K Buy
2,382
+51
+2% +$13.5K 0.2% 112
2026
Q1 		$551K Buy
2,331
+464
+25% +$115K 0.19% 112
2025
Q4 		$469K Sell
1,867
-232
-11% -$57.7K 0.17% 119
2025
Q3 		$512K Sell
2,099
-43
-2% -$10.1K 0.19% 118
2025
Q2 		$482K Buy
2,142
+207
+11% +$42.8K 0.19% 114
2025
Q1 		$412K Hold
1,935
– – 0.14% 166
2024
Q4 		$412K Buy
1,935
+421
+28% +$89.5K 0.14% 166
2024
Q3 		$313K Buy
1,514
+371
+32% +$74K 0.1% 183
2024
Q2 		$225K Buy
1,143
+347
+44% +$65.3K 0.08% 201
2024
Q1 		$149K Buy
796
+720
+947% +$128K 0.06% 239
2023
Q4 		$12.9K Buy
+76
New +$12.1K 0.01% 496

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Glass Jacobson Investment Advisors's MGC Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 2.2% in Q2 2026, buying an estimated $13.5K and bringing the position to 2,382 shares worth $652K. The position accounts for 0.2% of the portfolio, ranked #112.

Glass Jacobson Investment Advisors first reported a position in MGC in Q4 2023 and has held it in 11 quarters since. 388 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Glass Jacobson Investment Advisors held 2,382 shares of Vanguard Morningstar Mega Cap ETF worth $652K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 51 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $13.5K.
  • Vanguard Morningstar Mega Cap ETF made up 0.2% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #112 holding.
  • Glass Jacobson Investment Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 388 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.