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Joel Isaacson & Co’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Joel Isaacson & Co’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 		$643K Buy
2,351
+5
+0.2% +$1.33K 0.02% 271
2026
Q1 		$555K Buy
2,346
+6
+0.3% +$1.49K 0.02% 264
2025
Q4 		$588K Buy
2,340
+10
+0.4% +$2.49K 0.02% 259
2025
Q3 		$569K Buy
2,330
+5
+0.2% +$1.17K 0.02% 252
2025
Q2 		$523K Hold
2,325
– – 0.02% 250
2025
Q1 		$468K Buy
2,325
+6
+0.3% +$1.28K 0.02% 247
2024
Q4 		$493K Buy
2,319
+6
+0.3% +$1.27K 0.02% 230
2024
Q3 		$478K Buy
2,313
+13
+0.6% +$2.59K 0.02% 224
2024
Q2 		$454K Hold
2,300
– – 0.02% 229
2024
Q1 		$430K Buy
2,300
+6
+0.3% +$1.07K 0.02% 232
2023
Q4 		$388K Buy
2,294
+8
+0.3% +$1.27K 0.02% 223
2023
Q3 		$347K Buy
2,286
+8
+0.4% +$1.26K 0.02% 227
2023
Q2 		$356K Buy
2,278
+7
+0.3% +$1.03K 0.02% 233
2023
Q1 		$325K Buy
2,271
+7
+0.3% +$969 0.02% 241
2022
Q4 		$300K Buy
2,264
+18
+0.8% +$2.4K 0.02% 243
2022
Q3 		$280K Hold
2,246
– – 0.02% 241
2022
Q2 		$296K Buy
2,246
+8
+0.4% +$1.15K 0.02% 236
2022
Q1 		$344K Buy
2,238
+5
+0.2% +$785 0.03% 232
2021
Q4 		$375K Buy
2,233
+13
+0.6% +$2.12K 0.03% 228
2021
Q3 		$338K Hold
2,220
– – 0.03% 235
2021
Q2 		$338K Buy
2,220
+12
+0.5% +$1.77K 0.03% 219
2021
Q1 		$310K Hold
2,208
– – 0.03% 212
2020
Q4 		$295K Buy
2,208
+9
+0.4% +$1.14K 0.03% 199
2020
Q3 		$264K Buy
2,199
+270
+14% +$31.9K 0.03% 187
2020
Q2 		$211K Buy
+1,929
New +$200K 0.03% 195

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Joel Isaacson & Co's MGC Position: Q2 2026 in Review

Joel Isaacson & Co increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.21% in Q2 2026, buying an estimated $1.33K and bringing the position to 2,351 shares worth $643K. The position accounts for 0.02% of the portfolio, ranked #271.

Joel Isaacson & Co first reported a position in MGC in Q2 2020 and has held it in 25 quarters since. 340 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Joel Isaacson & Co held 2,351 shares of Vanguard Morningstar Mega Cap ETF worth $643K as of Q2 2026.
  • Joel Isaacson & Co bought 5 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $1.33K.
  • Vanguard Morningstar Mega Cap ETF made up 0.02% of Joel Isaacson & Co's portfolio in Q2 2026, its #271 holding.
  • Joel Isaacson & Co first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 340 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.