Mesirow Financial Investment Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Mesirow Financial Investment Management’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	$39.7M	Buy	145,226 +12,653	+10%	+$3.36M	0.62%	39
2026 Q1	$31.3M	Buy	132,573 +24,837	+23%	+$6.16M	0.51%	51
2025 Q4	$27.1M	Sell	107,736 -21,552	-17%	-$5.36M	0.56%	46
2025 Q3	$31.6M	Buy	129,288 +22,445	+21%	+$5.25M	0.56%	43
2025 Q2	$24M	Buy	106,843 +1,665	+2%	+$345K	0.47%	57
2025 Q1	$21.2M	Buy	105,178 +2,159	+2%	+$460K	0.41%	63
2024 Q4	$21.9M	Sell	103,019 -93,929	-48%	-$20M	0.44%	60
2024 Q3	$40.7M	Buy	196,948 +98,974	+101%	+$19.7M	0.79%	28
2024 Q2	$19.3M	Sell	97,974 -61	-0.1%	-$11.5K	0.44%	58
2024 Q1	$18.3M	Buy	98,035 +9,152	+10%	+$1.63M	0.42%	63
2023 Q4	$15M	Buy	+88,883	New	+$14.1M	0.55%	42

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Mesirow Financial Investment Management's MGC Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 9.5% in Q2 2026, buying an estimated $3.36M and bringing the position to 145,226 shares worth $39.7M. The position accounts for 0.62% of the portfolio, ranked #39.

Mesirow Financial Investment Management first reported a position in MGC in Q4 2023 and has held it in 11 quarters since. The position peaked at $40.7M in Q3 2024. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Mesirow Financial Investment Management held 145,226 shares of Vanguard Morningstar Mega Cap ETF worth $39.7M as of Q2 2026.
Mesirow Financial Investment Management bought 12,653 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $3.36M.
Vanguard Morningstar Mega Cap ETF made up 0.62% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #39 holding.
Mesirow Financial Investment Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's Vanguard Morningstar Mega Cap ETF position peaked at $40.7M in Q3 2024.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.