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

IEQ 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 		$40M Sell
146,188
-11,944
-8% -$3.17M 0.18% 99
2026
Q1 		$37.4M Sell
158,132
-5,214
-3% -$1.29M 0.17% 108
2025
Q4 		$41M Buy
163,346
+699
+0.4% +$174K 0.12% 103
2025
Q3 		$39.7M Sell
162,647
-746
-0.5% -$174K 0.12% 79
2025
Q2 		$36.8M Sell
163,393
-66
-0% -$13.7K 0.22% 63
2025
Q1 		$32.9M Sell
163,459
-2,574
-2% -$548K 0.26% 58
2024
Q4 		$35.3M Sell
166,033
-3,544
-2% -$753K 0.34% 44
2024
Q3 		$35M Sell
169,577
-1,276
-0.7% -$255K 0.43% 40
2024
Q2 		$33.7M Sell
170,853
-1,725
-1% -$324K 0.45% 36
2024
Q1 		$32.2M Buy
172,578
+776
+0.5% +$138K 0.46% 31
2023
Q4 		$29.1M Sell
171,802
-455
-0.3% -$72.3K 0.48% 35
2023
Q3 		$26.2M Sell
172,257
-574
-0.3% -$90.4K 0.53% 33
2023
Q2 		$27M Sell
172,831
-2,044
-1% -$302K 0.55% 32
2023
Q1 		$25M Buy
174,875
+55,890
+47% +$7.74M 0.58% 32
2022
Q4 		$15.8M Buy
118,985
+27,179
+30% +$3.63M 0.44% 42
2022
Q3 		$11.5M Sell
91,806
-13,902
-13% -$1.93M 0.31% 50
2022
Q2 		$13.9M Buy
+105,708
New +$15.1M 0.42% 44

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

IEQ Capital's MGC Position: Q2 2026 in Review

IEQ Capital reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 7.6% in Q2 2026, selling an estimated $3.17M and leaving 146,188 shares worth $40M. The position accounts for 0.18% of the portfolio, ranked #99.

IEQ Capital first reported a position in MGC in Q2 2022 and has held it in 17 quarters since. The position peaked at $41M in Q4 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • IEQ Capital held 146,188 shares of Vanguard Morningstar Mega Cap ETF worth $40M as of Q2 2026.
  • IEQ Capital sold 11,944 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $3.17M.
  • Vanguard Morningstar Mega Cap ETF made up 0.18% of IEQ Capital's portfolio in Q2 2026, its #99 holding.
  • IEQ Capital first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • IEQ Capital's Vanguard Morningstar Mega Cap ETF position peaked at $41M in Q4 2025.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.