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

Hobart Private 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 		$486K Sell
1,777
-1,509
-46% -$401K 0.08% 94
2026
Q1 		$777K Sell
3,286
-47,072
-93% -$11.7M 0.15% 76
2025
Q4 		$12.6M Buy
50,358
+40
+0.1% +$9.94K 2.47% 13
2025
Q3 		$12.3M Buy
50,318
+25,450
+102% +$5.95M 2.57% 13
2025
Q2 		$5.59M Buy
24,868
+5,747
+30% +$1.19M 1.27% 25
2025
Q1 		$3.85M Buy
19,121
+17,807
+1,355% +$3.79M 0.96% 28
2024
Q4 		$279K Sell
1,314
-233
-15% -$49.5K 0.07% 81
2024
Q3 		$320K Sell
1,547
-29
-2% -$5.79K 0.08% 69
2024
Q2 		$311K Sell
1,576
-104
-6% -$19.6K 0.09% 65
2024
Q1 		$314K Sell
1,680
-25,146
-94% -$4.49M 0.1% 61
2023
Q4 		$4.54M Buy
+26,826
New +$4.27M 1.5% 20

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

Hobart Private Capital's MGC Position: Q2 2026 in Review

Hobart Private Capital reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 46% in Q2 2026, selling an estimated $401K and leaving 1,777 shares worth $486K. The position accounts for 0.08% of the portfolio, ranked #94.

Hobart Private Capital first reported a position in MGC in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.6M in Q4 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Hobart Private Capital held 1,777 shares of Vanguard Morningstar Mega Cap ETF worth $486K as of Q2 2026.
  • Hobart Private Capital sold 1,509 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $401K.
  • Vanguard Morningstar Mega Cap ETF made up 0.08% of Hobart Private Capital's portfolio in Q2 2026, its #94 holding.
  • Hobart Private Capital first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Hobart Private Capital's Vanguard Morningstar Mega Cap ETF position peaked at $12.6M in Q4 2025.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.