Mason & Associates (Virginia)’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Mason & Associates (Virginia)’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	$485K	Sell	1,774 -56	-3%	-$14.9K	0.1%	31
2026 Q1	$433K	Sell	1,830 -70	-4%	-$17.4K	0.1%	32
2025 Q4	$477K	Sell	1,900 -140	-7%	-$34.8K	0.11%	29
2025 Q3	$459K	Hold	2,040	–	–	0.12%	27
2025 Q2	$459K	Sell	2,040 -1	-0%	-$207	0.12%	27
2025 Q1	$411K	Sell	2,041 -849	-29%	-$181K	0.12%	26
2024 Q4	$615K	Buy	2,890 +3	+0.1%	+$638	0.18%	22
2024 Q3	$597K	Sell	2,887 -42	-1%	-$8.38K	0.18%	22
2024 Q2	$578K	Buy	+2,929	New	+$551K	0.19%	22

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

Mason & Associates (Virginia)'s MGC Position: Q2 2026 in Review

Mason & Associates (Virginia) reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 3.1% in Q2 2026, selling an estimated $14.9K and leaving 1,774 shares worth $485K. The position accounts for 0.1% of the portfolio, ranked #31.

Mason & Associates (Virginia) first reported a position in MGC in Q2 2024 and has held it in 9 quarters since. The position peaked at $615K in Q4 2024. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Mason & Associates (Virginia) held 1,774 shares of Vanguard Morningstar Mega Cap ETF worth $485K as of Q2 2026.
Mason & Associates (Virginia) sold 56 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $14.9K.
Vanguard Morningstar Mega Cap ETF made up 0.1% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #31 holding.
Mason & Associates (Virginia) first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2024 and has held it in 9 quarters since.
Mason & Associates (Virginia)'s Vanguard Morningstar Mega Cap ETF position peaked at $615K in Q4 2024.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.