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

Merit Financial 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	$1.09M	Buy	3,995 +346	+9%	+$91.9K	0.01%	1043
2026 Q1	$863K	Sell	3,649 -35	-1%	-$8.69K	0.01%	1065
2025 Q4	$925K	Buy	3,684 +2	+0.1%	+$497	0.01%	991
2025 Q3	$899K	Buy	3,682 +1,876	+104%	+$439K	0.01%	911
2025 Q2	$406K	Buy	+1,806	New	+$374K	﹤0.01%	1193
2024 Q1	–	Sell	-2,415	Closed	-$409K	–	905
2023 Q4	$409K	Sell	2,415 -1,588	-40%	-$253K	0.01%	536
2023 Q3	$608K	Sell	4,003 -73	-2%	-$11.5K	0.02%	416
2023 Q2	$638K	Buy	+4,076	New	+$602K	0.02%	414

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

Merit Financial Group's MGC Position: Q2 2026 in Review

Merit Financial Group increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 9.5% in Q2 2026, buying an estimated $91.9K and bringing the position to 3,995 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #1043.

Merit Financial Group first reported a position in MGC in Q2 2023 and has held it in 8 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Merit Financial Group held 3,995 shares of Vanguard Morningstar Mega Cap ETF worth $1.09M as of Q2 2026.
Merit Financial Group bought 346 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $91.9K.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1043 holding.
Merit Financial Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2023 and has held it in 8 quarters since.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

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