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Harbour Investments’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Harbour Investments’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 		$4.52M Sell
16,509
-505
-3% -$134K 0.06% 287
2026
Q1 		$4.02M Buy
17,014
+8,792
+107% +$2.18M 0.06% 284
2025
Q4 		$2.06M Buy
8,222
+100
+1% +$24.9K 0.04% 388
2025
Q3 		$1.98M Sell
8,122
-677
-8% -$158K 0.05% 350
2025
Q2 		$1.98M Buy
8,799
+364
+4% +$75.3K 0.05% 333
2025
Q1 		$1.7M Sell
8,435
-684
-8% -$146K 0.05% 336
2024
Q4 		$1.94M Buy
9,119
+488
+6% +$104K 0.06% 295
2024
Q3 		$1.78M Buy
8,631
+2,158
+33% +$431K 0.05% 299
2024
Q2 		$1.28M Buy
6,473
+536
+9% +$101K 0.04% 358
2024
Q1 		$1.11M Buy
5,937
+441
+8% +$78.7K 0.04% 390
2023
Q4 		$930K Buy
5,496
+90
+2% +$14.3K 0.04% 381
2023
Q3 		$821K Sell
5,406
-6
-0.1% -$945 0.04% 368
2023
Q2 		$847K Buy
5,412
+114
+2% +$16.8K 0.04% 374
2023
Q1 		$758K Sell
5,298
-1,415
-21% -$196K 0.04% 375
2022
Q4 		$889K Sell
6,713
-2,191
-25% -$293K 0.05% 323
2022
Q3 		$1.17M Hold
8,904
– – 0.08% 246
2022
Q2 		$1.17M Buy
+8,904
New +$1.27M 0.08% 246
2021
Q4 		$1.67M Sell
9,959
-4,427
-31% -$722K 0.1% 199
2021
Q3 		$2.19M Buy
14,386
+1,159
+9% +$182K 0.07% 257
2021
Q2 		$2.02M Sell
13,227
-13
-0.1% -$1.92K 0.06% 281
2021
Q1 		$1.86M Buy
+13,240
New +$1.81M 0.07% 266

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

Harbour Investments's MGC Position: Q2 2026 in Review

Harbour Investments reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 3% in Q2 2026, selling an estimated $134K and leaving 16,509 shares worth $4.52M. The position accounts for 0.06% of the portfolio, ranked #287.

Harbour Investments first reported a position in MGC in Q1 2021 and has held it in 21 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Harbour Investments held 16,509 shares of Vanguard Morningstar Mega Cap ETF worth $4.52M as of Q2 2026.
  • Harbour Investments sold 505 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $134K.
  • Vanguard Morningstar Mega Cap ETF made up 0.06% of Harbour Investments's portfolio in Q2 2026, its #287 holding.
  • Harbour Investments first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.