Latitude Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Latitude 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	$230K	Buy	+842	New	+$224K	0.09%	222

Other funds holding MGC

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Latitude Advisors's MGC Position: Q2 2026 in Review

Latitude Advisors opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026: 842 shares worth $230K. The stake represents 0.09% of the portfolio and ranks #222 among its holdings.

246 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Latitude Advisors held 842 shares of Vanguard Morningstar Mega Cap ETF worth $230K as of Q2 2026.
Vanguard Morningstar Mega Cap ETF was a new Latitude Advisors position in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.09% of Latitude Advisors's portfolio in Q2 2026, its #222 holding.
246 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.