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

Moneta Group 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 		$9.07M Sell
33,163
-373
-1% -$99.1K 0.07% 126
2026
Q1 		$7.93M Sell
33,536
-835
-2% -$207K 0.06% 122
2025
Q4 		$8.63M Sell
34,371
-306
-0.9% -$76.1K 0.07% 117
2025
Q3 		$8.46M Buy
34,677
+171
+0.5% +$40K 0.07% 119
2025
Q2 		$7.76M Buy
34,506
+742
+2% +$154K 0.09% 112
2025
Q1 		$6.8M Buy
33,764
+9,411
+39% +$2M 0.09% 111
2024
Q4 		$5.18M Buy
24,353
+464
+2% +$98.6K 0.07% 125
2024
Q3 		$4.94M Sell
23,889
-106
-0.4% -$21.2K 0.07% 128
2024
Q2 		$4.73M Sell
23,995
-237
-1% -$44.6K 0.08% 126
2024
Q1 		$4.53M Sell
24,232
-1,250
-5% -$223K 0.07% 132
2023
Q4 		$4.31M Sell
25,482
-286
-1% -$45.5K 0.09% 117
2023
Q3 		$3.91M Sell
25,768
-3,006
-10% -$473K 0.09% 119
2023
Q2 		$4.5M Sell
28,774
-5,752
-17% -$850K 0.1% 110
2023
Q1 		$4.94M Buy
34,526
+1,178
+4% +$163K 0.12% 100
2022
Q4 		$4.68M Sell
33,348
-2,480
-7% -$331K 0.13% 99
2022
Q3 		$4.47M Buy
35,828
+34,370
+2,357% +$4.77M 0.17% 88
2022
Q2 		$4.95M Sell
1,458
-31,477
-96% -$4.51M 0.17% 91
2022
Q1 		$5.24M Buy
32,935
+28,382
+623% +$4.45M 0.21% 83
2021
Q4 		$5.4M Sell
4,553
-27,667
-86% -$4.51M 0.22% 76
2021
Q3 		$4.91M Sell
32,220
-181
-0.6% -$28.4K 0.23% 74
2021
Q2 		$4.94M Sell
32,401
-402
-1% -$59.5K 0.23% 82
2021
Q1 		$4.6M Buy
32,803
+1,788
+6% +$245K 0.24% 77
2020
Q4 		$4.14M Sell
31,015
-653
-2% -$82.6K 0.3% 68
2020
Q3 		$3.8M Buy
31,668
+3,655
+13% +$431K 0.33% 61
2020
Q2 		$3.07M Sell
28,013
-3,040
-10% -$315K 0.29% 66
2020
Q1 		$2.82M Buy
31,053
+22,657
+270% +$2.42M 0.29% 65
2019
Q4 		$938K Sell
8,396
-3
-0% -$320 0.08% 125
2019
Q3 		$866K Buy
+8,399
New +$859K 0.08% 131

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

Moneta Group Investment Advisors's MGC Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1.1% in Q2 2026, selling an estimated $99.1K and leaving 33,163 shares worth $9.07M. The position accounts for 0.07% of the portfolio, ranked #126.

Moneta Group Investment Advisors first reported a position in MGC in Q3 2019 and has held it in 28 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Moneta Group Investment Advisors held 33,163 shares of Vanguard Morningstar Mega Cap ETF worth $9.07M as of Q2 2026.
  • Moneta Group Investment Advisors sold 373 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $99.1K.
  • Vanguard Morningstar Mega Cap ETF made up 0.07% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #126 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

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