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

Greenline 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 		$762K Hold
2,784
– – 0.08% 114
2026
Q1 		$658K Hold
2,784
– – 0.07% 111
2025
Q4 		$699K Hold
2,784
– – 0.08% 113
2025
Q3 		$680K Hold
2,784
– – 0.08% 107
2025
Q2 		$626K Sell
2,784
-95
-3% -$19.7K 0.08% 109
2025
Q1 		$580K Hold
2,879
– – 0.08% 106
2024
Q4 		$612K Hold
2,879
– – 0.09% 100
2024
Q3 		$595K Hold
2,879
– – 0.09% 100
2024
Q2 		$571K Hold
2,879
– – 0.09% 95
2024
Q1 		$538K Hold
2,879
– – 0.09% 92
2023
Q4 		$487K Hold
2,879
– – 0.08% 94
2023
Q3 		$437K Hold
2,879
– – 0.08% 90
2023
Q2 		$450K Hold
2,879
– – 0.08% 89
2023
Q1 		$412K Hold
2,879
– – 0.08% 106
2022
Q4 		$381K Hold
2,879
– – 0.08% 108
2022
Q3 		$359K Hold
2,879
– – 0.08% 104
2022
Q2 		$379K Hold
2,879
– – 0.08% 99
2022
Q1 		$458K Hold
2,879
– – 0.09% 98
2021
Q4 		$484K Hold
2,879
– – 0.09% 90
2021
Q3 		$439K Hold
2,879
– – 0.09% 83
2021
Q2 		$439K Buy
+2,879
New +$426K 0.09% 87

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

Greenline Partners's MGC Position: Q2 2026 in Review

Greenline Partners held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 2,784 shares worth $762K. The position accounts for 0.08% of the portfolio, ranked #114.

Greenline Partners first reported a position in MGC in Q2 2021 and has held it in 21 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Greenline Partners held 2,784 shares of Vanguard Morningstar Mega Cap ETF worth $762K as of Q2 2026.
  • Greenline Partners left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap ETF made up 0.08% of Greenline Partners's portfolio in Q2 2026, its #114 holding.
  • Greenline Partners first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Greenline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.