GC
MGC icon

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

Guidance Capital’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 		$3.08M Sell
11,217
-354
-3% -$94K 0.66% 26
2026
Q1 		$3.07M Buy
11,571
+281
+2% +$69.7K 0.69% 25
2025
Q4 		$2.84M Buy
11,290
+101
+0.9% +$25.1K 0.7% 23
2025
Q3 		$2.78M Buy
11,189
+250
+2% +$58.5K 0.73% 25
2025
Q2 		$2.48M Sell
10,939
-177
-2% -$36.6K 0.71% 23
2025
Q1 		$2.28M Buy
11,116
+139
+1% +$29.6K 0.7% 26
2024
Q4 		$2.42M Buy
10,977
+510
+5% +$108K 0.74% 19
2024
Q3 		$2.2M Buy
10,467
+431
+4% +$86K 0.69% 27
2024
Q2 		$1.99M Buy
10,036
+5,494
+121% +$1.03M 0.65% 26
2024
Q1 		$822K Buy
4,542
+2,067
+84% +$369K 0.3% 68
2023
Q4 		$416K Buy
2,475
+108
+5% +$17.2K 0.17% 120
2023
Q3 		$355K Buy
2,367
+114
+5% +$18K 0.16% 110
2023
Q2 		$355K Buy
+2,253
New +$333K 0.15% 117

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

Guidance Capital's MGC Position: Q2 2026 in Review

Guidance Capital reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 3.1% in Q2 2026, selling an estimated $94K and leaving 11,217 shares worth $3.08M. The position accounts for 0.66% of the portfolio, ranked #26.

Guidance Capital first reported a position in MGC in Q2 2023 and has held it in 13 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Guidance Capital held 11,217 shares of Vanguard Morningstar Mega Cap ETF worth $3.08M as of Q2 2026.
  • Guidance Capital sold 354 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $94K.
  • Vanguard Morningstar Mega Cap ETF made up 0.66% of Guidance Capital's portfolio in Q2 2026, its #26 holding.
  • Guidance Capital first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.