Koshinski Asset Management
MGC icon

Koshinski Asset Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Koshinski Asset Management’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 		– Sell
-853
Closed -$202K – 790
2026
Q1 		$202K Sell
853
-217
-20% -$53.9K 0.01% 710
2025
Q4 		$269K Sell
1,070
-2
-0.2% -$497 0.02% 594
2025
Q3 		$262K Buy
1,072
+1
+0.1% +$234 0.02% 610
2025
Q2 		$241K Buy
+1,071
New +$222K 0.02% 596
2024
Q2 		– Sell
-1,152
Closed -$215K – 629
2024
Q1 		$215K Buy
+1,152
New +$205K 0.02% 525
2023
Q2 		– Sell
-1,722
Closed -$246K – 642
2023
Q1 		$246K Sell
1,722
-703
-29% -$97.3K 0.02% 476
2022
Q4 		$321K Sell
2,425
-44
-2% -$5.88K 0.03% 447
2022
Q3 		$308K Buy
2,469
+302
+14% +$41.9K 0.04% 408
2022
Q2 		$286K Buy
2,167
+216
+11% +$30.9K 0.03% 474
2022
Q1 		$310K Buy
1,951
+310
+19% +$48.6K 0.03% 476
2021
Q4 		$276K Hold
1,641
– – 0.02% 523
2021
Q3 		$250K Buy
+1,641
New +$258K 0.02% 546

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Koshinski Asset Management's MGC Position: Q2 2026 in Review

Koshinski Asset Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026, closing a stake of 853 shares — an estimated $202K sold.

Koshinski Asset Management first reported a position in MGC in Q3 2021 and held it in 12 quarters. The position peaked at $321K in Q4 2022. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Koshinski Asset Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Koshinski Asset Management sold 853 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $202K.
  • Koshinski Asset Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2021 and held it in 12 quarters.
  • Koshinski Asset Management's Vanguard Morningstar Mega Cap ETF position peaked at $321K in Q4 2022.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.