MidAtlantic Capital Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

MidAtlantic Capital 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	$1.29M	Hold	4,723	–	–	0.8%	33
2026 Q1	$1.12M	Hold	4,723	–	–	0.77%	36
2025 Q4	$1.19M	Hold	4,723	–	–	0.76%	31
2025 Q3	$1.15M	Hold	4,723	–	–	0.79%	33
2025 Q2	$1.06M	Hold	4,723	–	–	0.75%	38
2025 Q1	$951K	Buy	+4,723	New	+$1.01M	0.75%	37

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

MidAtlantic Capital Management's MGC Position: Q2 2026 in Review

MidAtlantic Capital Management held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 4,723 shares worth $1.29M. The position accounts for 0.8% of the portfolio, ranked #33.

MidAtlantic Capital Management first reported a position in MGC in Q1 2025 and has held it in 6 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

MidAtlantic Capital Management held 4,723 shares of Vanguard Morningstar Mega Cap ETF worth $1.29M as of Q2 2026.
MidAtlantic Capital Management left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.8% of MidAtlantic Capital Management's portfolio in Q2 2026, its #33 holding.
MidAtlantic Capital Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2025 and has held it in 6 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.