Johnson Financial Group Inc (Wisconsin)’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$13.7K	Hold	50	–	–	﹤0.01%	607
2026 Q1	$11.8K	Hold	50	–	–	﹤0.01%	620
2025 Q4	$12.6K	Hold	50	–	–	﹤0.01%	641
2025 Q3	$12.2K	Hold	50	–	–	﹤0.01%	755
2025 Q2	$11.3K	Hold	50	–	–	﹤0.01%	599
2025 Q1	$10.1K	Hold	50	–	–	﹤0.01%	766
2024 Q4	$10.9K	Hold	50	–	–	﹤0.01%	642
2024 Q3	$10.3K	Hold	50	–	–	﹤0.01%	676
2024 Q2	$9.9K	Hold	50	–	–	﹤0.01%	579
2024 Q1	$9.34K	Hold	50	–	–	﹤0.01%	564
2023 Q4	$8.46K	Hold	50	–	–	﹤0.01%	676
2023 Q3	$7.59K	Hold	50	–	–	﹤0.01%	544
2023 Q2	$7.82K	Hold	50	–	–	﹤0.01%	556
2023 Q1	$7.16K	Buy	+50	New	+$6.92K	﹤0.01%	538
2022 Q3	–	Sell	-50	Closed	-$7K	–	724
2022 Q2	$7K	Hold	50	–	–	﹤0.01%	554
2022 Q1	$8K	Hold	50	–	–	﹤0.01%	591
2021 Q4	$8K	Hold	50	–	–	﹤0.01%	622
2021 Q3	$8K	Hold	50	–	–	﹤0.01%	554
2021 Q2	$8K	Hold	50	–	–	﹤0.01%	575
2021 Q1	$7K	Buy	+50	New	+$6.85K	﹤0.01%	564

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Johnson Financial Group Inc (Wisconsin)'s MGC Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 50 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Johnson Financial Group Inc (Wisconsin) first reported a position in MGC in Q1 2021 and has held it in 20 quarters since. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 50 shares of Vanguard Morningstar Mega Cap ETF worth $13.7K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #607 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2021 and has held it in 20 quarters since.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.