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

Lido 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	$2.96M	Sell	10,813 -513	-5%	-$136K	0.01%	665
2026 Q1	$2.68M	Buy	11,326 +3,868	+52%	+$960K	0.01%	623
2025 Q4	$1.87M	Sell	7,458 -2,341	-24%	-$582K	0.01%	740
2025 Q3	$2.39M	Hold	9,799	–	–	0.01%	635
2025 Q2	$2.2M	Buy	9,799 +8,758	+841%	+$1.81M	0.01%	560
2025 Q1	$210K	Buy	+1,041	New	+$222K	﹤0.01%	1369
2024 Q1	–	Sell	-11,099	Closed	-$1.88M	–	1440
2023 Q4	$1.88M	Sell	11,099 -253	-2%	-$40.2K	0.01%	429
2023 Q3	$1.72M	Buy	11,352 +204	+2%	+$32.1K	0.01%	413
2023 Q2	$1.74M	Sell	11,148 -492	-4%	-$72.7K	0.01%	399
2023 Q1	$0	Buy	+11,640	New	+$1.61M	﹤0.01%	1213

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

Lido Advisors's MGC Position: Q2 2026 in Review

Lido Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 4.5% in Q2 2026, selling an estimated $136K and leaving 10,813 shares worth $2.96M. The position accounts for 0.01% of the portfolio, ranked #665.

Lido Advisors first reported a position in MGC in Q1 2023 and has held it in 10 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Lido Advisors held 10,813 shares of Vanguard Morningstar Mega Cap ETF worth $2.96M as of Q2 2026.
Lido Advisors sold 513 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $136K.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #665 holding.
Lido Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2023 and has held it in 10 quarters since.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.