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Marshall Financial Group (Maryland)’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Marshall Financial Group (Maryland)’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 		$562K Sell
2,056
-9
-0.4% -$2.39K 0.08% 202
2026
Q1 		$488K Buy
2,065
+13
+0.6% +$3.23K 0.08% 204
2025
Q4 		$516K Sell
2,052
-43
-2% -$10.7K 0.1% 200
2025
Q3 		$511K Sell
2,095
-267
-11% -$62.4K 0.1% 185
2025
Q2 		$533K Sell
2,362
-8
-0.3% -$1.66K 0.1% 183
2025
Q1 		$477K Sell
2,370
-380
-14% -$80.9K 0.1% 164
2024
Q4 		$585K Sell
2,750
-2,293
-45% -$487K 0.14% 144
2024
Q3 		$1.04M Sell
5,043
-2,556
-34% -$510K 0.25% 110
2024
Q2 		$1.5M Sell
7,599
-2,684
-26% -$505K 0.42% 60
2024
Q1 		$1.92M Sell
10,283
-16,217
-61% -$2.89M 0.55% 48
2023
Q4 		$4.49M Sell
26,500
-10
-0% -$1.59K 1.45% 14
2023
Q3 		$4.03M Sell
26,510
-559
-2% -$88K 1.45% 14
2023
Q2 		$4.24M Buy
27,069
+901
+3% +$133K 1.44% 14
2023
Q1 		$3.75M Buy
26,168
+437
+2% +$60.5K 1.34% 13
2022
Q4 		$3.41M Buy
25,731
+3,285
+15% +$439K 1.32% 13
2022
Q3 		$2.8M Sell
22,446
-85
-0.4% -$11.8K 1.18% 11
2022
Q2 		$2.97M Buy
22,531
+7,831
+53% +$1.12M 1.19% 11
2022
Q1 		$2.34M Buy
14,700
+204
+1% +$32K 0.96% 14
2021
Q4 		$2.44M Buy
14,496
+167
+1% +$27.2K 0.9% 14
2021
Q3 		$2.18M Buy
14,329
+601
+4% +$94.4K 1.13% 11
2021
Q2 		$2.09M Buy
13,728
+775
+6% +$115K 1.13% 10
2021
Q1 		$1.82M Buy
12,953
+500
+4% +$68.5K 1.09% 15
2020
Q4 		$1.66M Buy
+12,453
New +$1.57M 1.08% 15

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

Marshall Financial Group (Maryland)'s MGC Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.44% in Q2 2026, selling an estimated $2.39K and leaving 2,056 shares worth $562K. The position accounts for 0.08% of the portfolio, ranked #202.

Marshall Financial Group (Maryland) first reported a position in MGC in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.49M in Q4 2023. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Marshall Financial Group (Maryland) held 2,056 shares of Vanguard Morningstar Mega Cap ETF worth $562K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 9 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $2.39K.
  • Vanguard Morningstar Mega Cap ETF made up 0.08% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #202 holding.
  • Marshall Financial Group (Maryland) first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s Vanguard Morningstar Mega Cap ETF position peaked at $4.49M in Q4 2023.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.