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Matthew Goff Investment Advisor’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Matthew Goff Investment Advisor’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
-11,181
Closed -$2.64M – 103
2026
Q1 		$2.64M Buy
+11,181
New +$2.77M 0.44% 48
2025
Q1 		– Sell
-11,272
Closed -$2.4M – 106
2024
Q4 		$2.4M Sell
11,272
-32
-0.3% -$6.8K 0.45% 46
2024
Q3 		$2.34M Hold
11,304
– – 0.44% 47
2024
Q2 		$2.23M Hold
11,304
– – 0.46% 47
2024
Q1 		$2.11M Hold
11,304
– – 0.43% 46
2023
Q4 		$1.91M Hold
11,304
– – 0.42% 47
2023
Q3 		$1.72M Hold
11,304
– – 0.41% 46
2023
Q2 		$1.77M Hold
11,304
– – 0.42% 47
2023
Q1 		$1.62M Hold
11,304
– – 0.4% 47
2022
Q4 		$1.5M Hold
11,304
– – 0.39% 47
2022
Q3 		$1.41M Hold
11,304
– – 0.4% 43
2022
Q2 		$1.49M Hold
11,304
– – 0.4% 42
2022
Q1 		$1.8M Hold
11,304
– – 0.42% 41
2021
Q4 		$1.9M Hold
11,304
– – 0.44% 42
2021
Q3 		$1.72M Hold
11,304
– – 0.42% 42
2021
Q2 		$1.72M Hold
11,304
– – 0.44% 45
2021
Q1 		$1.58M Sell
11,304
-82
-0.7% -$11.2K 0.45% 47
2020
Q4 		$1.52M Sell
11,386
-101
-0.9% -$12.8K 0.45% 43
2020
Q3 		$1.38M Sell
11,487
-1,515
-12% -$179K 0.44% 43
2020
Q2 		$1.42M Buy
+13,002
New +$1.35M 0.47% 42
2018
Q4 		– Sell
-13,759
Closed -$1.38M – 55
2018
Q3 		$1.38M Buy
13,759
+9,045
+192% +$889K 0.55% 40
2018
Q2 		$391K Sell
4,714
-9,126
-66% -$849K 0.15% 60
2018
Q1 		$1.25M Hold
13,840
– – 0.53% 42
2017
Q4 		$1.27M Hold
13,840
– – 0.55% 42
2017
Q3 		$1.19M Buy
+13,840
New +$1.17M 0.51% 43

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

Matthew Goff Investment Advisor's MGC Position: Q2 2026 in Review

Matthew Goff Investment Advisor sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026, closing a stake of 11,181 shares — an estimated $2.64M sold.

Matthew Goff Investment Advisor first reported a position in MGC in Q3 2017 and held it in 25 quarters. The position peaked at $2.64M in Q1 2026. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Matthew Goff Investment Advisor reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 11,181 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $2.64M.
  • Matthew Goff Investment Advisor first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2017 and held it in 25 quarters.
  • Matthew Goff Investment Advisor's Vanguard Morningstar Mega Cap ETF position peaked at $2.64M in Q1 2026.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.