Investor's Fiduciary Advisor Network’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Investor's Fiduciary Advisor Network’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	$294K	Buy	1,078 +1	+0.1%	+$266	0.1%	167
2026 Q1	$254K	Sell	1,077 -115	-10%	-$28.5K	0.08%	234
2025 Q4	$299K	Sell	1,192 -234	-16%	-$58.2K	0.06%	234
2025 Q3	$347K	Buy	1,426 +2	+0.1%	+$468	0.12%	180
2025 Q2	$320K	Hold	1,424	–	–	0.12%	172
2025 Q1	$286K	Sell	1,424 -253	-15%	-$53.9K	0.13%	140
2024 Q4	$356K	Buy	+1,677	New	+$356K	0.14%	152

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

Investor's Fiduciary Advisor Network's MGC Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.09% in Q2 2026, buying an estimated $266 and bringing the position to 1,078 shares worth $294K. The position accounts for 0.1% of the portfolio, ranked #167.

Investor's Fiduciary Advisor Network first reported a position in MGC in Q4 2024 and has held it in 7 quarters since. The position peaked at $356K in Q4 2024. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Investor's Fiduciary Advisor Network held 1,078 shares of Vanguard Morningstar Mega Cap ETF worth $294K as of Q2 2026.
Investor's Fiduciary Advisor Network bought 1 Vanguard Morningstar Mega Cap ETF share in Q2 2026, an estimated $266.
Vanguard Morningstar Mega Cap ETF made up 0.1% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #167 holding.
Investor's Fiduciary Advisor Network first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's Vanguard Morningstar Mega Cap ETF position peaked at $356K in Q4 2024.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.