Mariner
MGC icon

Mariner’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Mariner’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 		$6.49M Sell
23,729
-6,780
-22% -$1.8M 0.01% 925
2026
Q1 		$7.21M Buy
30,509
+222
+0.7% +$55.1K 0.01% 898
2025
Q4 		$7.61M Buy
30,287
+17,343
+134% +$4.31M 0.01% 826
2025
Q3 		$3.16M Sell
12,944
-6
-0% -$1.4K ﹤0.01% 1161
2025
Q2 		$2.91M Buy
12,950
+288
+2% +$59.6K ﹤0.01% 1113
2025
Q1 		$2.55M Sell
12,662
-782
-6% -$167K ﹤0.01% 1107
2024
Q4 		$2.86M Buy
13,444
+233
+2% +$49.5K ﹤0.01% 1034
2024
Q3 		$2.73M Sell
13,211
-421
-3% -$84K ﹤0.01% 1042
2024
Q2 		$2.69M Buy
13,632
+748
+6% +$141K 0.01% 962
2024
Q1 		$2.41M Buy
12,884
+164
+1% +$29.3K 0.01% 1012
2023
Q4 		$2.15M Buy
12,720
+10,025
+372% +$1.59M 0.01% 1025
2023
Q3 		$409K Sell
2,695
-86
-3% -$13.5K ﹤0.01% 1906
2023
Q2 		$435K Sell
2,781
-9,484
-77% -$1.4M ﹤0.01% 1844
2023
Q1 		$1.75M Buy
12,265
+9,927
+425% +$1.37M 0.01% 1016
2022
Q4 		$310K Sell
2,338
-86
-4% -$11.5K ﹤0.01% 2006
2022
Q3 		$303K Buy
+2,424
New +$336K ﹤0.01% 1760

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

Mariner's MGC Position: Q2 2026 in Review

Mariner reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 22% in Q2 2026, selling an estimated $1.8M and leaving 23,729 shares worth $6.49M. The position accounts for 0.01% of the portfolio, ranked #925.

Mariner first reported a position in MGC in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.61M in Q4 2025. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Mariner held 23,729 shares of Vanguard Morningstar Mega Cap ETF worth $6.49M as of Q2 2026.
  • Mariner sold 6,780 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $1.8M.
  • Vanguard Morningstar Mega Cap ETF made up 0.01% of Mariner's portfolio in Q2 2026, its #925 holding.
  • Mariner first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • Mariner's Vanguard Morningstar Mega Cap ETF position peaked at $7.61M in Q4 2025.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.