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MassMutual Private Wealth & Trust’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

MassMutual Private Wealth & Trust’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 		– Sell
-300
Closed -$70.9K – 2463
2026
Q1 		$70.9K Buy
+300
New +$74.4K ﹤0.01% 656
2024
Q2 		– Sell
-90
Closed -$16.8K – 2198
2024
Q1 		$16.8K Buy
+90
New +$16.1K ﹤0.01% 876
2018
Q1 		– Sell
-1,357
Closed -$125K – 1043
2017
Q4 		$125K Sell
1,357
-823
-38% -$73.6K 0.01% 378
2017
Q3 		$188K Hold
2,180
– – 0.02% 355
2017
Q2 		$181K Buy
2,180
+880
+68% +$72.3K 0.02% 336
2017
Q1 		$105K Sell
1,300
-300
-19% -$23.8K 0.01% 385
2016
Q4 		$122K Buy
+1,600
New +$119K 0.01% 305
2016
Q2 		$114K Sell
1,600
-495
-24% -$35.1K 0.01% 349
2016
Q1 		$147K Hold
2,095
– – 0.02% 309
2015
Q4 		$146K Buy
+2,095
New +$147K 0.02% 301
2015
Q2 		– Sell
-2,280
Closed -$160K – 791
2015
Q1 		$160K Sell
2,280
-1,500
-40% -$106K 0.03% 301
2014
Q4 		$266K Buy
+3,780
New +$260K 0.09% 173

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MassMutual Private Wealth & Trust's MGC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026, closing a stake of 300 shares — an estimated $70.9K sold.

MassMutual Private Wealth & Trust first reported a position in MGC in Q4 2014 and held it in 12 quarters. The position peaked at $266K in Q4 2014. 299 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • MassMutual Private Wealth & Trust reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 300 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $70.9K.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2014 and held it in 12 quarters.
  • MassMutual Private Wealth & Trust's Vanguard Morningstar Mega Cap ETF position peaked at $266K in Q4 2014.
  • 299 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.