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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
Q2 		$592K Buy
2,165
+1,994
+1,166% +$530K 0.03% 174
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 $1.55T 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

Howe & Rusling's MGC Position: Q2 2026 in Review

Howe & Rusling increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1,166% in Q2 2026, buying an estimated $530K and bringing the position to 2,165 shares worth $592K. The position accounts for 0.03% of the portfolio, ranked #174.

Howe & Rusling first reported a position in MGC in Q3 2025 and has held it in 4 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Howe & Rusling held 2,165 shares of Vanguard Morningstar Mega Cap ETF worth $592K as of Q2 2026.
  • Howe & Rusling bought 1,994 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $530K.
  • Vanguard Morningstar Mega Cap ETF made up 0.03% of Howe & Rusling's portfolio in Q2 2026, its #174 holding.
  • Howe & Rusling first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.