Global Retirement Partners’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Global Retirement Partners’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	$917K	Buy	+3,353	New	+$891K	0.01%	780
2025 Q4	$511K	Buy	2,034 +423	+26%	+$105K	0.01%	948
2025 Q3	$393K	Buy	1,611 +278	+21%	+$65K	0.01%	860
2025 Q2	$300K	Buy	+1,333	New	+$276K	0.01%	917
2024 Q4	$310K	Buy	1,456 +18	+1%	+$3.83K	0.01%	789
2024 Q3	$297K	Buy	1,438 +525	+58%	+$105K	0.01%	782
2024 Q2	$180K	Buy	913 +101	+12%	+$19K	0.01%	924
2024 Q1	$152K	Buy	812 +175	+27%	+$31.2K	0.01%	901
2023 Q4	$108K	Buy	637 +93	+17%	+$14.8K	﹤0.01%	1000
2023 Q3	$82.3K	Buy	544 +205	+60%	+$32.3K	﹤0.01%	1016
2023 Q2	$53K	Buy	339 +279	+465%	+$41.2K	﹤0.01%	1242
2023 Q1	$8.59K	Hold	60	–	–	﹤0.01%	1976
2022 Q4	$7.94K	Hold	60	–	–	﹤0.01%	1866
2022 Q3	$8K	Hold	60	–	–	﹤0.01%	1772
2022 Q2	$8K	Hold	60	–	–	﹤0.01%	1736
2022 Q1	$8K	Buy	+60	New	+$9.41K	﹤0.01%	1718
2021 Q4	–	Sell	-60	Closed	-$9K	–	1178
2021 Q3	$9K	Hold	60	–	–	﹤0.01%	1450
2021 Q2	$9K	Hold	60	–	–	﹤0.01%	1405
2021 Q1	$8K	Buy	+60	New	+$8.22K	﹤0.01%	1355

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

Global Retirement Partners's MGC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026: 3,353 shares worth $917K. The stake represents 0.01% of the portfolio and ranks #780 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MGC as recently as Q4 2025.

Global Retirement Partners first reported a position in MGC in Q1 2021 and has held it in 19 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Global Retirement Partners held 3,353 shares of Vanguard Morningstar Mega Cap ETF worth $917K as of Q2 2026.
Vanguard Morningstar Mega Cap ETF was a new Global Retirement Partners position in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #780 holding.
Global Retirement Partners first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2021 and has held it in 19 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.