Moisand Fitzgerald Tamayo’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Moisand Fitzgerald Tamayo’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	$27.4K	Hold	100	–	–	﹤0.01%	258
2026 Q1	$23.6K	Hold	100	–	–	﹤0.01%	257
2025 Q4	$25.1K	Hold	100	–	–	﹤0.01%	260
2025 Q3	$24.4K	Hold	100	–	–	﹤0.01%	259
2025 Q2	$22.5K	Hold	100	–	–	﹤0.01%	266
2025 Q1	$20.1K	Hold	100	–	–	﹤0.01%	275
2024 Q4	$21.3K	Hold	100	–	–	﹤0.01%	265
2024 Q3	$20.7K	Hold	100	–	–	﹤0.01%	275
2024 Q2	$19.7K	Hold	100	–	–	﹤0.01%	248
2024 Q1	$18.7K	Hold	100	–	–	﹤0.01%	253
2023 Q4	$16.9K	Hold	100	–	–	﹤0.01%	272
2023 Q3	$15.2K	Hold	100	–	–	﹤0.01%	289
2023 Q2	$15.6K	Hold	100	–	–	﹤0.01%	277
2023 Q1	$14.3K	Hold	100	–	–	﹤0.01%	293
2022 Q4	$13.2K	Hold	100	–	–	﹤0.01%	291
2022 Q3	$12K	Hold	100	–	–	﹤0.01%	269
2022 Q2	$13K	Hold	100	–	–	﹤0.01%	258
2022 Q1	$16K	Buy	+100	New	+$15.7K	0.01%	153

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

Moisand Fitzgerald Tamayo's MGC Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 100 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Moisand Fitzgerald Tamayo first reported a position in MGC in Q1 2022 and has held it in 18 quarters since. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Moisand Fitzgerald Tamayo held 100 shares of Vanguard Morningstar Mega Cap ETF worth $27.4K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #258 holding.
Moisand Fitzgerald Tamayo first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2022 and has held it in 18 quarters since.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.