HF Advisory Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

HF Advisory Group’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	$3.72M	Sell	13,596 -37	-0.3%	-$9.83K	1.15%	30
2026 Q1	$3.22M	Sell	13,633 -183	-1%	-$45.4K	1.1%	29
2025 Q4	$3.47M	Buy	13,816 +271	+2%	+$67.4K	1.21%	22
2025 Q3	$3.31M	Sell	13,545 -170	-1%	-$39.8K	1.21%	22
2025 Q2	$3.08M	Sell	13,715 -160	-1%	-$33.1K	1.22%	24
2025 Q1	$2.79M	Sell	13,875 -30	-0.2%	-$6.39K	1.22%	20
2024 Q4	$2.96M	Buy	13,905 +5	+0%	+$1.06K	1.36%	15
2024 Q3	$2.87M	Sell	13,900 -1,144	-8%	-$228K	1.33%	13
2024 Q2	$2.97M	Buy	15,044 +1,134	+8%	+$213K	1.53%	11
2024 Q1	$2.6M	Sell	13,910 -60	-0.4%	-$10.7K	1.45%	12
2023 Q4	$2.36M	Buy	13,970 +503	+4%	+$80K	1.51%	12
2023 Q3	$2.05M	Sell	13,467 -436	-3%	-$68.7K	1.52%	13
2023 Q2	$2.18M	Buy	13,903 +58	+0.4%	+$8.57K	1.72%	12
2023 Q1	$1.98M	Buy	13,845 +214	+2%	+$29.6K	1.76%	12
2022 Q4	$1.8M	Buy	+13,631	New	+$1.82M	1.82%	11

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

HF Advisory Group's MGC Position: Q2 2026 in Review

HF Advisory Group reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.27% in Q2 2026, selling an estimated $9.83K and leaving 13,596 shares worth $3.72M. The position accounts for 1.15% of the portfolio, ranked #30.

HF Advisory Group first reported a position in MGC in Q4 2022 and has held it in 15 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

HF Advisory Group held 13,596 shares of Vanguard Morningstar Mega Cap ETF worth $3.72M as of Q2 2026.
HF Advisory Group sold 37 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $9.83K.
Vanguard Morningstar Mega Cap ETF made up 1.15% of HF Advisory Group's portfolio in Q2 2026, its #30 holding.
HF Advisory Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2022 and has held it in 15 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.