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MJP Associates’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

MJP Associates’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 		$1.69M Hold
6,159
– – 0.18% 60
2026
Q1 		$1.46M Buy
6,159
+527
+9% +$131K 0.18% 58
2025
Q4 		$1.41M Buy
5,632
+6
+0.1% +$1.49K 0.18% 58
2025
Q3 		$1.37M Buy
5,626
+3
+0.1% +$702 0.18% 54
2025
Q2 		$1.26M Hold
5,623
– – 0.19% 53
2025
Q1 		$1.13M Hold
5,623
– – 0.2% 52
2024
Q4 		$1.2M Buy
5,623
+7
+0.1% +$1.49K 0.21% 49
2024
Q3 		$1.16M Buy
5,616
+19
+0.3% +$3.79K 0.22% 53
2024
Q2 		$1.1M Sell
5,597
-7
-0.1% -$1.32K 0.23% 51
2024
Q1 		$1.05M Sell
5,604
-87
-2% -$15.5K 0.23% 50
2023
Q4 		$963K Buy
5,691
+16
+0.3% +$2.54K 0.26% 40
2023
Q3 		$862K Sell
5,675
-46
-0.8% -$7.24K 0.25% 40
2023
Q2 		$895K Buy
5,721
+5
+0.1% +$739 0.29% 41
2023
Q1 		$818K Buy
5,716
+6
+0.1% +$831 0.25% 41
2022
Q4 		$756K Buy
5,710
+89
+2% +$11.9K 0.22% 49
2022
Q3 		$702K Sell
5,621
-20
-0.4% -$2.78K 0.21% 44
2022
Q2 		$743K Sell
5,641
-966
-15% -$138K 0.21% 47
2022
Q1 		$1.05M Sell
6,607
-26,281
-80% -$4.12M 0.26% 46
2021
Q4 		$5.57M Sell
32,888
-79
-0.2% -$12.9K 1.65% 16
2021
Q3 		$5.02M Buy
32,967
+256
+0.8% +$40.2K 1.7% 14
2021
Q2 		$4.98M Sell
32,711
-183
-0.6% -$27.1K 1.67% 16
2021
Q1 		$4.61M Sell
32,894
-7,608
-19% -$1.04M 1.87% 12
2020
Q4 		$5.41M Buy
+40,502
New +$5.12M 2.28% 11

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

MJP Associates's MGC Position: Q2 2026 in Review

MJP Associates held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 6,159 shares worth $1.69M. The position accounts for 0.18% of the portfolio, ranked #60.

MJP Associates first reported a position in MGC in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.57M in Q4 2021. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • MJP Associates held 6,159 shares of Vanguard Morningstar Mega Cap ETF worth $1.69M as of Q2 2026.
  • MJP Associates left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap ETF made up 0.18% of MJP Associates's portfolio in Q2 2026, its #60 holding.
  • MJP Associates first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • MJP Associates's Vanguard Morningstar Mega Cap ETF position peaked at $5.57M in Q4 2021.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.