LaSalle St. Investment Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

LaSalle St. Investment Advisors’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	$254K	Sell	928 -19	-2%	-$5.05K	0.03%	376
2026 Q1	$224K	Hold	947	–	–	0.03%	374
2025 Q4	$237K	Sell	947 -30	-3%	-$7.46K	0.04%	321
2025 Q3	$238K	Hold	977	–	–	0.04%	304
2025 Q2	$219K	Buy	+977	New	+$202K	0.06%	300
2025 Q1	–	Sell	-1,352	Closed	-$287K	–	333
2024 Q4	$287K	Sell	1,352 -275	-17%	-$58.5K	0.09%	201
2024 Q3	$336K	Sell	1,627 -1,190	-42%	-$237K	0.13%	127
2024 Q2	$462K	Buy	2,817 +1,190	+73%	+$224K	0.23%	82
2024 Q1	$275K	Hold	1,627	–	–	0.15%	102
2023 Q4	$2.75M	Hold	1,627	–	–	0.18%	89
2023 Q3	$247K	Buy	+1,627	New	+$256K	0.12%	104
2023 Q2	–	Sell	-1,627	Closed	-$232K	–	131
2023 Q1	$232K	Sell	1,627 -118	-7%	-$16.3K	0.1%	114
2022 Q4	$231K	Buy	+1,745	New	+$233K	0.11%	88

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

LaSalle St. Investment Advisors's MGC Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 2% in Q2 2026, selling an estimated $5.05K and leaving 928 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #376.

LaSalle St. Investment Advisors first reported a position in MGC in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.75M in Q4 2023. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

LaSalle St. Investment Advisors held 928 shares of Vanguard Morningstar Mega Cap ETF worth $254K as of Q2 2026.
LaSalle St. Investment Advisors sold 19 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $5.05K.
Vanguard Morningstar Mega Cap ETF made up 0.03% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #376 holding.
LaSalle St. Investment Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2022 and has held it in 13 quarters since.
LaSalle St. Investment Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $2.75M in Q4 2023.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.