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Linscomb Wealth’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Linscomb Wealth’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 		$2.22M Buy
8,097
+3,498
+76% +$929K 0.1% 147
2026
Q1 		$1.09M Buy
+4,599
New +$1.14M 0.05% 191
2025
Q3 		– Sell
-2,100
Closed -$472K – 315
2025
Q2 		$472K Buy
+2,100
New +$435K 0.02% 233

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

Linscomb Wealth's MGC Position: Q2 2026 in Review

Linscomb Wealth increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 76% in Q2 2026, buying an estimated $929K and bringing the position to 8,097 shares worth $2.22M. The position accounts for 0.1% of the portfolio, ranked #147.

Linscomb Wealth first reported a position in MGC in Q2 2025 and has held it in 3 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Linscomb Wealth held 8,097 shares of Vanguard Morningstar Mega Cap ETF worth $2.22M as of Q2 2026.
  • Linscomb Wealth bought 3,498 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $929K.
  • Vanguard Morningstar Mega Cap ETF made up 0.1% of Linscomb Wealth's portfolio in Q2 2026, its #147 holding.
  • Linscomb Wealth first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.