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

MKT 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	–	Sell	-4,440	Closed	-$1.06M	–	162
2026 Q1	$1.06M	Sell	4,440 -166	-4%	-$41.2K	0.36%	41
2025 Q4	$1.16M	Sell	4,606 -31	-0.7%	-$7.71K	0.4%	38
2025 Q3	$1.14M	Buy	4,637 +1,969	+74%	+$461K	0.42%	37
2025 Q2	$598K	Buy	+2,668	New	+$552K	0.24%	62

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

MKT Advisors's MGC Position: Q2 2026 in Review

MKT Advisors sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026, closing a stake of 4,440 shares — an estimated $1.06M sold.

MKT Advisors first reported a position in MGC in Q2 2025 and held it in 4 quarters. The position peaked at $1.16M in Q4 2025. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

MKT Advisors reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2026 after selling out during the quarter.
MKT Advisors sold 4,440 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $1.06M.
MKT Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2025 and held it in 4 quarters.
MKT Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $1.16M in Q4 2025.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.