Level Four Advisory Services’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.98M Buy
7,243
+253
+4% +$67.2K 0.06% 309
2026
Q1
$1.65M Buy
6,990
+2
+0% +$496 0.05% 319
2025
Q4
$1.76M Sell
6,988
-1
-0% -$249 0.06% 303
2025
Q3
$1.71M Buy
6,989
+707
+11% +$165K 0.06% 302
2025
Q2
$1.41M Buy
6,282
+158
+3% +$32.7K 0.05% 315
2025
Q1
$1.23M Buy
6,124
+92
+2% +$19.6K 0.05% 311
2024
Q4
$1.28M Sell
6,032
-5,271
-47% -$1.12M 0.05% 298
2024
Q3
$2.31M Buy
11,303
+1,028
+10% +$205K 0.1% 225
2024
Q2
$2.03M Sell
10,275
-525
-5% -$98.7K 0.09% 237
2024
Q1
$1.83M Hold
10,800
0.1% 216
2023
Q4
$1.83M Buy
10,800
+568
+6% +$90.3K 0.1% 213
2023
Q3
$1.55M Sell
10,232
-21
-0.2% -$3.31K 0.1% 222
2023
Q2
$1.6M Buy
10,253
+1,079
+12% +$159K 0.1% 224
2023
Q1
$1.31M Sell
9,174
-300
-3% -$41.5K 0.09% 234
2022
Q4
$1.25M Sell
9,474
-2,863
-23% -$382K 0.09% 212
2022
Q3
$1.54M Buy
12,337
+122
+1% +$16.9K 0.15% 155
2022
Q2
$1.61M Sell
12,215
-2,910
-19% -$417K 0.15% 161
2022
Q1
$2.4M Sell
15,125
-45
-0.3% -$7.06K 0.19% 138
2021
Q4
$2.55M Buy
+15,170
New +$2.47M 0.19% 134

Other funds holding MGC

Level Four Advisory Services's MGC Position: Q2 2026 in Review

Level Four Advisory Services increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 3.6% in Q2 2026, buying an estimated $67.2K and bringing the position to 7,243 shares worth $1.98M. The position accounts for 0.06% of the portfolio, ranked #309.

Level Four Advisory Services first reported a position in MGC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.55M in Q4 2021. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Level Four Advisory Services held 7,243 shares of Vanguard Morningstar Mega Cap ETF worth $1.98M as of Q2 2026.
  • Level Four Advisory Services bought 253 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $67.2K.
  • Vanguard Morningstar Mega Cap ETF made up 0.06% of Level Four Advisory Services's portfolio in Q2 2026, its #309 holding.
  • Level Four Advisory Services first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Level Four Advisory Services's Vanguard Morningstar Mega Cap ETF position peaked at $2.55M in Q4 2021.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.