IA
MGC icon

IFP Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

IFP Advisors’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 		$2.06M Sell
7,525
-18,445
-71% -$4.9M 0.04% 474
2026
Q1 		$6.14M Sell
25,970
-86
-0.3% -$21.3K 0.13% 182
2025
Q4 		$6.54M Buy
26,056
+30
+0.1% +$7.46K 0.15% 144
2025
Q3 		$6.35M Buy
26,026
+309
+1% +$72.3K 0.17% 128
2025
Q2 		$5.78M Sell
25,717
-406
-2% -$84K 0.16% 132
2025
Q1 		$5.26M Buy
26,123
+274
+1% +$58.4K 0.16% 139
2024
Q4 		$5.5M Sell
25,849
-2,181
-8% -$464K 0.18% 119
2024
Q3 		$5.79M Sell
28,030
-5,514
-16% -$1.1M 0.21% 101
2024
Q2 		$6.62M Sell
33,544
-697
-2% -$131K 0.26% 79
2024
Q1 		$6.4M Buy
34,241
+32,473
+1,837% +$5.79M 0.28% 78
2023
Q4 		$299K Sell
1,768
-212
-11% -$33.7K 0.01% 773
2023
Q3 		$308K Buy
1,980
+1,238
+167% +$195K 0.01% 767
2023
Q2 		$124K Sell
742
-28
-4% -$4.14K 0.01% 1223
2023
Q1 		$72.6K Sell
770
-3,674
-83% -$509K ﹤0.01% 1402
2022
Q4 		$414K Buy
4,444
+2,697
+154% +$360K 0.01% 980
2022
Q3 		$171K Sell
1,747
-2,308
-57% -$320K ﹤0.01% 1506
2022
Q2 		$385K Hold
4,055
– – 0.01% 954
2022
Q1 		$385K Buy
4,055
+3,672
+959% +$576K 0.01% 954
2021
Q4 		$64K Buy
383
+353
+1,177% +$57.6K ﹤0.01% 1468
2021
Q3 		$5K Buy
+30
New +$4.71K ﹤0.01% 2561
2020
Q1 		– Sell
-3
Closed -$320 – 2901
2019
Q4 		$0 Sell
3
-29
-91% -$3.1K ﹤0.01% 3010
2019
Q3 		$4K Buy
+32
New +$3.27K ﹤0.01% 2442
2019
Q1 		$53K Sell
559
-763
-58% -$71.8K 0.01% 945
2018
Q4 		$114K Sell
1,322
-14,430
-92% -$1.35M 0.01% 1128
2018
Q3 		$1.58M Buy
15,752
+9
+0.1% +$885 0.06% 311
2018
Q2 		$1.47M Sell
15,743
-120
-0.8% -$11.2K 0.06% 316
2018
Q1 		$1.46M Hold
15,863
– – 0.07% 301
2017
Q4 		$1.46M Buy
15,863
+14,904
+1,554% +$1.33M 0.07% 302
2017
Q3 		$83K Sell
959
-179
-16% -$15.2K ﹤0.01% 1665
2017
Q2 		$94K Buy
1,138
+90
+9% +$7.39K ﹤0.01% 1558
2017
Q1 		$84K Hold
1,048
– – ﹤0.01% 1602
2016
Q4 		$80K Sell
1,048
-172
-14% -$12.8K ﹤0.01% 1588
2016
Q3 		$90K Sell
1,220
-16
-1% -$1.18K ﹤0.01% 1430
2016
Q2 		$88K Buy
1,236
+677
+121% +$48K ﹤0.01% 1418
2016
Q1 		$53K Sell
559
-238
-30% -$15.9K 0.01% 944
2015
Q4 		$56K Buy
+797
New +$55.9K ﹤0.01% 1542

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

IFP Advisors's MGC Position: Q2 2026 in Review

IFP Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 71% in Q2 2026, selling an estimated $4.9M and leaving 7,525 shares worth $2.06M. The position accounts for 0.04% of the portfolio, ranked #474.

IFP Advisors first reported a position in MGC in Q4 2015 and has held it in 36 quarters since. The position peaked at $6.62M in Q2 2024. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • IFP Advisors held 7,525 shares of Vanguard Morningstar Mega Cap ETF worth $2.06M as of Q2 2026.
  • IFP Advisors sold 18,445 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $4.9M.
  • Vanguard Morningstar Mega Cap ETF made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #474 holding.
  • IFP Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2015 and has held it in 36 quarters since.
  • IFP Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $6.62M in Q2 2024.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.