LPL Financial
MGC icon

LPL Financial’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

LPL Financial’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 		$122M Sell
446,235
-19,410
-4% -$5.16M 0.03% 569
2026
Q1 		$110M Sell
465,645
-21,205
-4% -$5.26M 0.03% 536
2025
Q4 		$122M Buy
486,850
+5,822
+1% +$1.45M 0.03% 471
2025
Q3 		$117M Buy
481,028
+13,832
+3% +$3.24M 0.03% 467
2025
Q2 		$105M Buy
467,196
+26,973
+6% +$5.58M 0.04% 466
2025
Q1 		$88.7M Buy
440,223
+10,778
+3% +$2.3M 0.03% 461
2024
Q4 		$91.3M Buy
429,445
+51,072
+13% +$10.9M 0.04% 433
2024
Q3 		$78.2M Buy
378,373
+7,225
+2% +$1.44M 0.03% 455
2024
Q2 		$73.2M Buy
371,148
+21,026
+6% +$3.95M 0.04% 441
2024
Q1 		$65.4M Buy
350,122
+20,088
+6% +$3.58M 0.04% 455
2023
Q4 		$55.9M Buy
330,034
+13,681
+4% +$2.18M 0.03% 464
2023
Q3 		$48M Buy
316,353
+16,265
+5% +$2.56M 0.03% 469
2023
Q2 		$47M Buy
300,088
+6,900
+2% +$1.02M 0.03% 470
2023
Q1 		$42M Buy
293,188
+4,742
+2% +$656K 0.03% 466
2022
Q4 		$38.2M Sell
288,446
-9,088
-3% -$1.21M 0.03% 469
2022
Q3 		$37.1M Sell
297,534
-4,245
-1% -$589K 0.04% 429
2022
Q2 		$39.8M Sell
301,779
-8,476
-3% -$1.21M 0.04% 399
2022
Q1 		$49.3M Sell
310,255
-8,640
-3% -$1.36M 0.04% 364
2021
Q4 		$53.6M Buy
318,895
+17,934
+6% +$2.92M 0.05% 350
2021
Q3 		$45.9M Buy
300,961
+33,099
+12% +$5.2M 0.04% 359
2021
Q2 		$40.8M Sell
267,862
-35,823
-12% -$5.3M 0.04% 377
2021
Q1 		$42.6M Buy
303,685
+15,987
+6% +$2.19M 0.05% 333
2020
Q4 		$38.4M Buy
287,698
+25,485
+10% +$3.22M 0.05% 307
2020
Q3 		$31.4M Sell
262,213
-6,502
-2% -$767K 0.05% 307
2020
Q2 		$29.4M Buy
268,715
+13,840
+5% +$1.43M 0.05% 284
2020
Q1 		$23.2M Sell
254,875
-8,725
-3% -$930K 0.05% 285
2019
Q4 		$29.4M Buy
263,600
+11,894
+5% +$1.27M 0.05% 280
2019
Q3 		$26M Sell
251,706
-23,299
-8% -$2.38M 0.05% 280
2019
Q2 		$27.8M Buy
275,005
+26,777
+11% +$2.67M 0.06% 264
2019
Q1 		$24.2M Buy
248,228
+1,047
+0.4% +$98.5K 0.06% 277
2018
Q4 		$21.5M Buy
247,181
+17,817
+8% +$1.67M 0.06% 272
2018
Q3 		$23M Buy
229,364
+12,651
+6% +$1.24M 0.06% 273
2018
Q2 		$20.2M Buy
216,713
+4,300
+2% +$400K 0.05% 285
2018
Q1 		$19.2M Buy
212,413
+11,947
+6% +$1.12M 0.05% 278
2017
Q4 		$18.4M Buy
200,466
+9,908
+5% +$886K 0.06% 271
2017
Q3 		$16.4M Sell
190,558
-316
-0.2% -$26.8K 0.06% 265
2017
Q2 		$15.8M Sell
190,874
-479
-0.3% -$39.3K 0.06% 261
2017
Q1 		$15.4M Buy
191,353
+6,298
+3% +$501K 0.11% 163
2016
Q4 		$14.2M Buy
185,055
+19,473
+12% +$1.45M 0.11% 161
2016
Q3 		$12.1M Buy
165,582
+19,105
+13% +$1.41M 0.12% 153
2016
Q2 		$10.5M Sell
146,477
-111,206
-43% -$7.88M 0.09% 181
2016
Q1 		$18M Sell
257,683
-5,251
-2% -$350K 0.05% 292
2015
Q4 		$18.1M Buy
262,934
+128,476
+96% +$9.01M 0.05% 300
2015
Q3 		$9.09M Buy
134,458
+10,236
+8% +$708K 0.05% 309
2015
Q2 		$8.76M Sell
124,222
-330
-0.3% -$23.7K 0.04% 344
2015
Q1 		$8.71M Buy
124,552
+8,161
+7% +$575K 0.04% 339
2014
Q4 		$8.18M Buy
116,391
+20,411
+21% +$1.4M 0.04% 328
2014
Q3 		$6.4M Buy
95,980
+7,896
+9% +$534K 0.04% 377
2014
Q2 		$5.9M Buy
88,084
+12,509
+17% +$813K 0.03% 415
2014
Q1 		$4.83M Sell
75,575
-22,521
-23% -$1.41M 0.03% 453
2013
Q4 		$6.2M Buy
98,096
+38,807
+65% +$2.35M 0.04% 388
2013
Q3 		$3.46M Buy
59,289
+11,209
+23% +$642K 0.02% 534
2013
Q2 		$2.63M Buy
+48,080
New +$2.65M 0.02% 600

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
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial's MGC Position: Q2 2026 in Review

LPL Financial reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 4.2% in Q2 2026, selling an estimated $5.16M and leaving 446,235 shares worth $122M. The position accounts for 0.03% of the portfolio, ranked #569.

LPL Financial first reported a position in MGC in Q2 2013 and has held it in 53 quarters since. The position peaked at $122M in Q4 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • LPL Financial held 446,235 shares of Vanguard Morningstar Mega Cap ETF worth $122M as of Q2 2026.
  • LPL Financial sold 19,410 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $5.16M.
  • Vanguard Morningstar Mega Cap ETF made up 0.03% of LPL Financial's portfolio in Q2 2026, its #569 holding.
  • LPL Financial first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's Vanguard Morningstar Mega Cap ETF position peaked at $122M in Q4 2025.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.