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Larson Financial Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Larson Financial Group’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 		$95.6K Sell
349
-331
-49% -$87.9K ﹤0.01% 1213
2026
Q1 		$161K Buy
680
+1
+0.1% +$248 0.01% 794
2025
Q4 		$171K Buy
679
+2
+0.3% +$497 0.01% 744
2025
Q3 		$165K Buy
677
+51
+8% +$11.9K 0.01% 747
2025
Q2 		$141K Hold
626
– – 0.01% 743
2025
Q1 		$126K Buy
626
+151
+32% +$32.2K 0.01% 731
2024
Q4 		$101K Buy
475
+1
+0.2% +$213 0.01% 727
2024
Q3 		$97.9K Buy
474
+53
+13% +$10.6K 0.01% 733
2024
Q2 		$83.1K Buy
421
+65
+18% +$12.2K 0.01% 694
2024
Q1 		$66.5K Buy
356
+1
+0.3% +$178 0.01% 626
2023
Q4 		$60.1K Hold
355
– – 0.01% 604
2023
Q3 		$53.9K Hold
355
– – 0.01% 589
2023
Q2 		$55.5K Hold
355
– – 0.01% 532
2023
Q1 		$50.8K Hold
355
– – 0.01% 550
2022
Q4 		$47K Hold
355
– – 0.01% 527
2022
Q3 		$44K Hold
355
– – 0.01% 489
2022
Q2 		$47K Sell
355
-70
-16% -$10K 0.01% 384
2022
Q1 		$68K Buy
425
+70
+20% +$11K 0.01% 331
2021
Q4 		$60K Hold
355
– – 0.01% 351
2021
Q3 		$54K Hold
355
– – 0.01% 282
2021
Q2 		$54K Hold
355
– – 0.01% 268
2021
Q1 		$50K Hold
355
– – 0.01% 258
2020
Q4 		$47K Hold
355
– – 0.02% 231
2020
Q3 		$43K Hold
355
– – 0.02% 223
2020
Q2 		$39K Hold
355
– – 0.02% 210
2020
Q1 		$32K Hold
355
– – 0.02% 187
2019
Q4 		$40K Hold
355
– – 0.02% 168
2019
Q3 		$37K Buy
+355
New +$36.3K 0.02% 173

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

Larson Financial Group's MGC Position: Q2 2026 in Review

Larson Financial Group reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 49% in Q2 2026, selling an estimated $87.9K and leaving 349 shares worth $95.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Larson Financial Group first reported a position in MGC in Q3 2019 and has held it in 28 quarters since. The position peaked at $171K in Q4 2025. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Larson Financial Group held 349 shares of Vanguard Morningstar Mega Cap ETF worth $95.6K as of Q2 2026.
  • Larson Financial Group sold 331 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $87.9K.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1213 holding.
  • Larson Financial Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • Larson Financial Group's Vanguard Morningstar Mega Cap ETF position peaked at $171K in Q4 2025.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.