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Mather Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Mather Group’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 		$1.44M Hold
5,257
– – 0.01% 318
2026
Q1 		$1.24M Hold
5,257
– – 0.01% 297
2025
Q4 		$1.32M Sell
5,257
-4
-0.1% -$994 0.01% 248
2025
Q3 		$1.28M Sell
5,261
-14
-0.3% -$3.27K 0.01% 248
2025
Q2 		$1.19M Sell
5,275
-9
-0.2% -$1.86K 0.01% 247
2025
Q1 		$1.06M Sell
5,284
-565
-10% -$120K 0.01% 248
2024
Q4 		$1.24M Hold
5,849
– – 0.02% 216
2024
Q3 		$1.21M Sell
5,849
-1,145
-16% -$228K 0.02% 219
2024
Q2 		$1.31M Buy
6,994
+263
+4% +$49.5K 0.02% 229
2024
Q1 		$1.14M Hold
6,731
– – 0.02% 207
2023
Q4 		$1.14M Sell
6,731
-241
-3% -$38.3K 0.02% 213
2023
Q3 		$1.06M Sell
6,972
-326
-4% -$51.3K 0.02% 207
2023
Q2 		$1.14M Hold
7,298
– – 0.02% 209
2023
Q1 		$1.04M Buy
7,298
+107
+1% +$14.8K 0.02% 208
2022
Q4 		$952K Sell
7,191
-5,944
-45% -$794K 0.02% 214
2022
Q3 		$1.64M Sell
13,135
-3,693
-22% -$513K 0.04% 148
2022
Q2 		$2.22M Buy
+16,828
New +$2.41M 0.05% 119
2022
Q1 		– Sell
-10,512
Closed -$1.77M – 462
2021
Q4 		$1.77M Buy
+10,512
New +$1.71M 0.03% 103

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

Mather Group's MGC Position: Q2 2026 in Review

Mather Group held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 5,257 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #318.

Mather Group first reported a position in MGC in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.22M in Q2 2022. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Mather Group held 5,257 shares of Vanguard Morningstar Mega Cap ETF worth $1.44M as of Q2 2026.
  • Mather Group left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap ETF made up 0.01% of Mather Group's portfolio in Q2 2026, its #318 holding.
  • Mather Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Mather Group's Vanguard Morningstar Mega Cap ETF position peaked at $2.22M in Q2 2022.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.