Independent Advisor Alliance’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Independent Advisor Alliance’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	–	Sell	-3,833	Closed	-$906K	–	1422
2026 Q1	$906K	Buy	+3,833	New	+$951K	0.01%	871
2025 Q1	–	Sell	-3,000	Closed	-$638K	–	1150
2024 Q4	$638K	Buy	+3,000	New	+$638K	0.01%	873
2024 Q3	–	Sell	-13,965	Closed	-$2.76M	–	744
2024 Q2	$2.76M	Hold	13,965	–	–	0.09%	175
2024 Q1	$2.61M	Sell	13,965 -13,905	-50%	-$2.48M	0.09%	183
2023 Q4	$4.48M	Buy	27,870 +13,935	+100%	+$2.22M	0.16%	110
2023 Q3	$2.12M	Hold	13,935	–	–	0.1%	188
2023 Q2	$2.18M	Hold	13,935	–	–	0.1%	181
2023 Q1	$1.99M	Hold	13,935	–	–	0.1%	194
2022 Q4	$1.84M	Buy	+13,935	New	+$1.86M	0.63%	30
2020 Q1	–	Sell	-2,359	Closed	-$264K	–	680
2019 Q4	$264K	Buy	+2,359	New	+$252K	0.01%	724

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Independent Advisor Alliance's MGC Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026, closing a stake of 3,833 shares — an estimated $906K sold.

Independent Advisor Alliance first reported a position in MGC in Q4 2019 and held it in 10 quarters. The position peaked at $4.48M in Q4 2023. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Independent Advisor Alliance reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 3,833 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $906K.
Independent Advisor Alliance first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2019 and held it in 10 quarters.
Independent Advisor Alliance's Vanguard Morningstar Mega Cap ETF position peaked at $4.48M in Q4 2023.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.