Keystone Financial Group (Kentucky)’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Keystone Financial Group (Kentucky)’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	$990K	Buy	3,617 +1,980	+121%	+$526K	0.06%	224
2026 Q1	$387K	Buy	1,637 +10	+0.6%	+$2.48K	0.03%	345
2025 Q4	$409K	Sell	1,627 -39	-2%	-$9.7K	0.03%	290
2025 Q3	$407K	Buy	1,666 +46	+3%	+$10.8K	0.03%	265
2025 Q2	$364K	Buy	1,620 +145	+10%	+$30K	0.03%	277
2025 Q1	$297K	Sell	1,475 -49	-3%	-$10.4K	0.03%	295
2024 Q4	$324K	Buy	1,524 +65	+4%	+$13.8K	0.03%	280
2024 Q3	$301K	Buy	+1,459	New	+$291K	0.04%	276
2024 Q2	–	Sell	-1,236	Closed	-$231K	–	245
2024 Q1	$231K	Buy	+1,236	New	+$220K	0.03%	304

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

Keystone Financial Group (Kentucky)'s MGC Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 121% in Q2 2026, buying an estimated $526K and bringing the position to 3,617 shares worth $990K. The position accounts for 0.06% of the portfolio, ranked #224.

Keystone Financial Group (Kentucky) first reported a position in MGC in Q1 2024 and has held it in 9 quarters since. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Keystone Financial Group (Kentucky) held 3,617 shares of Vanguard Morningstar Mega Cap ETF worth $990K as of Q2 2026.
Keystone Financial Group (Kentucky) bought 1,980 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $526K.
Vanguard Morningstar Mega Cap ETF made up 0.06% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #224 holding.
Keystone Financial Group (Kentucky) first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2024 and has held it in 9 quarters since.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.