IFG
MGC icon

Independent Financial Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Independent Financial Group’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 		$1.64M Buy
5,988
+2,575
+75% +$684K 0.03% 512
2026
Q1 		$807K Sell
3,413
-463
-12% -$115K 0.02% 704
2025
Q4 		$974K Buy
3,876
+1,103
+40% +$274K 0.02% 629
2025
Q3 		$677K Buy
2,773
+315
+13% +$73.7K 0.02% 731
2025
Q2 		$553K Buy
2,458
+130
+6% +$26.9K 0.02% 735
2025
Q1 		$469K Buy
2,328
+153
+7% +$32.6K 0.02% 735
2024
Q4 		$463K Sell
2,175
-76
-3% -$16.2K 0.02% 722
2024
Q3 		$465K Hold
2,251
– – 0.02% 680
2024
Q2 		$444K Sell
2,251
-41
-2% -$7.71K 0.02% 656
2024
Q1 		$428K Buy
2,292
+20
+0.9% +$3.57K 0.02% 636
2023
Q4 		$385K Buy
2,272
+571
+34% +$90.8K 0.02% 639
2023
Q3 		$258K Buy
1,701
+115
+7% +$18.1K 0.02% 724
2023
Q2 		$248K Buy
+1,586
New +$234K 0.02% 736
2023
Q1 		– Sell
-2,081
Closed -$276K – 869
2022
Q4 		$276K Hold
2,081
– – 0.02% 585
2022
Q3 		$260K Buy
2,081
+57
+3% +$7.91K 0.02% 581
2022
Q2 		$267K Buy
2,024
+493
+32% +$70.6K 0.03% 534
2022
Q1 		$243K Buy
1,531
+51
+3% +$8K 0.02% 680
2021
Q4 		$249K Buy
1,480
+25
+2% +$4.08K 0.02% 661
2021
Q3 		$222K Sell
1,455
-49
-3% -$7.7K 0.02% 635
2021
Q2 		$229K Sell
1,504
-52
-3% -$7.69K 0.02% 621
2021
Q1 		$218K Buy
+1,556
New +$213K 0.03% 565

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

Independent Financial Group's MGC Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 75% in Q2 2026, buying an estimated $684K and bringing the position to 5,988 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #512.

Independent Financial Group first reported a position in MGC in Q1 2021 and has held it in 21 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Independent Financial Group held 5,988 shares of Vanguard Morningstar Mega Cap ETF worth $1.64M as of Q2 2026.
  • Independent Financial Group bought 2,575 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $684K.
  • Vanguard Morningstar Mega Cap ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #512 holding.
  • Independent Financial Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.