J. M. Brown & Associates’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

J. M. Brown & Associates’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	$208K	Buy	+759	New	+$202K	0.12%	163

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

J. M. Brown & Associates's MGC Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026: 759 shares worth $208K. The stake represents 0.12% of the portfolio and ranks #163 among its holdings.

511 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

J. M. Brown & Associates held 759 shares of Vanguard Morningstar Mega Cap ETF worth $208K as of Q2 2026.
Vanguard Morningstar Mega Cap ETF was a new J. M. Brown & Associates position in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.12% of J. M. Brown & Associates's portfolio in Q2 2026, its #163 holding.
511 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.