HR
MGC icon

Howe & Rusling’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Howe & Rusling’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
Q1 		$40.5K Sell
171
-75
-30% -$18.6K ﹤0.01% 371
2025
Q4 		$61.8K Hold
246
– – ﹤0.01% 356
2025
Q3 		$60.1K Buy
+246
New +$57.5K ﹤0.01% 344

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 $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Howe & Rusling's MGC Position: Q1 2026 in Review

Howe & Rusling reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 30% in Q1 2026, selling an estimated $18.6K and leaving 171 shares worth $40.5K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Howe & Rusling first reported a position in MGC in Q3 2025 and has held it in 3 quarters since. The position peaked at $61.8K in Q4 2025. 506 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Howe & Rusling held 171 shares of Vanguard Morningstar Mega Cap ETF worth $40.5K as of Q1 2026.
  • Howe & Rusling sold 75 Vanguard Morningstar Mega Cap ETF shares in Q1 2026, an estimated $18.6K.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #371 holding.
  • Howe & Rusling first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Howe & Rusling's Vanguard Morningstar Mega Cap ETF position peaked at $61.8K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.