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McClarren Financial Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

McClarren Financial Advisors’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 		$4.32M Sell
15,774
-359
-2% -$95.4K 2.23% 13
2026
Q1 		$3.81M Buy
16,133
+5,767
+56% +$1.43M 2.26% 14
2025
Q4 		$4.09M Buy
10,366
+806
+8% +$200K 2.44% 12
2025
Q3 		$4.08M Sell
9,560
-7,177
-43% -$1.68M 2.5% 11
2025
Q2 		$3.76M Buy
16,737
+7,322
+78% +$1.52M 2.45% 12
2025
Q1 		$3.37M Buy
+9,415
New +$2.01M 2.23% 12
2024
Q4 		– Sell
-9,579
Closed -$1.42M – 271
2024
Q3 		$1.42M Buy
9,579
+7,212
+305% +$1.44M 0.18% 36
2024
Q2 		$3.27M Sell
2,367
-14,369
-86% -$2.7M 2.28% 13
2024
Q1 		$3.13M Sell
16,736
-463
-3% -$82.6K 2.25% 13
2023
Q4 		$2.91M Sell
17,199
-297
-2% -$47.2K 2.22% 11
2023
Q3 		$2.66M Buy
17,496
+545
+3% +$85.8K 2.32% 10
2023
Q2 		$2.65M Buy
16,951
+62
+0.4% +$9.16K 2.19% 11
2023
Q1 		$2.41M Sell
16,889
-80
-0.5% -$11.1K 2.19% 11
2022
Q4 		$2.25M Buy
16,969
+7,144
+73% +$954K 2.13% 11
2022
Q3 		$1.23M Buy
9,825
+3,751
+62% +$521K 1.22% 14
2022
Q2 		$800K Sell
6,074
-3,203
-35% -$459K 2.56% 12
2022
Q1 		$1.47M Buy
9,277
+23
+0.2% +$3.61K 1.07% 17
2021
Q4 		$1.55M Sell
9,254
-1,287
-12% -$210K 1.06% 17
2021
Q3 		$1.61M Buy
10,541
+1
+0% +$157 1.25% 14
2021
Q2 		$1.6M Buy
10,540
+31
+0.3% +$4.58K 1.3% 13
2021
Q1 		$1.47M Buy
10,509
+33
+0.3% +$4.52K 1.32% 14
2020
Q4 		$1.4M Buy
+10,476
New +$1.32M 1.34% 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

McClarren Financial Advisors's MGC Position: Q2 2026 in Review

McClarren Financial Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 2.2% in Q2 2026, selling an estimated $95.4K and leaving 15,774 shares worth $4.32M. The position accounts for 2.23% of the portfolio, ranked #13.

McClarren Financial Advisors first reported a position in MGC in Q4 2020 and has held it in 22 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • McClarren Financial Advisors held 15,774 shares of Vanguard Morningstar Mega Cap ETF worth $4.32M as of Q2 2026.
  • McClarren Financial Advisors sold 359 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $95.4K.
  • Vanguard Morningstar Mega Cap ETF made up 2.23% of McClarren Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • McClarren Financial Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.