Milestone Investment Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Milestone Investment 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	$48.2K	Hold	176	–	–	0.01%	115
2026 Q1	$41.6K	Hold	176	–	–	0.01%	113
2025 Q4	$44.2K	Hold	176	–	–	0.01%	113
2025 Q3	$43K	Hold	176	–	–	0.01%	105
2025 Q2	$39.6K	Hold	176	–	–	0.01%	106
2025 Q1	$35.4K	Hold	176	–	–	0.01%	108
2024 Q4	$37.4K	Hold	176	–	–	0.01%	108
2024 Q3	$36.4K	Hold	176	–	–	0.01%	106
2024 Q2	$34.7K	Hold	176	–	–	0.01%	106
2024 Q1	$32.9K	Hold	176	–	–	0.01%	104
2023 Q4	$29.8K	Hold	176	–	–	0.01%	101
2023 Q3	$26.7K	Hold	176	–	–	0.01%	243
2023 Q2	$27.5K	Hold	176	–	–	0.01%	94
2023 Q1	$25.2K	Hold	176	–	–	0.01%	253
2022 Q4	$23.3K	Buy	+176	New	+$23.5K	0.01%	99

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

Milestone Investment Advisors's MGC Position: Q2 2026 in Review

Milestone Investment Advisors held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 176 shares worth $48.2K. The position accounts for 0.01% of the portfolio, ranked #115.

Milestone Investment Advisors first reported a position in MGC in Q4 2022 and has held it in 15 quarters since. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Milestone Investment Advisors held 176 shares of Vanguard Morningstar Mega Cap ETF worth $48.2K as of Q2 2026.
Milestone Investment Advisors left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Milestone Investment Advisors's portfolio in Q2 2026, its #115 holding.
Milestone Investment Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2022 and has held it in 15 quarters since.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.