Mosaic Family Wealth Partners’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Mosaic Family Wealth Partners’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	$804K	Buy	2,938 +2	+0.1%	+$531	0.05%	234
2026 Q1	$694K	Buy	2,936 +8	+0.3%	+$1.99K	0.07%	149
2025 Q4	$735K	Hold	2,928	–	–	0.08%	118
2025 Q3	$712K	Hold	2,928	–	–	0.08%	112
2025 Q2	$659K	Hold	2,928	–	–	0.08%	114
2025 Q1	$590K	Hold	2,928	–	–	0.08%	122
2024 Q4	$623K	Hold	2,928	–	–	0.09%	110
2024 Q3	$605K	Hold	2,928	–	–	0.09%	110
2024 Q2	$578K	Hold	2,928	–	–	0.09%	107
2024 Q1	$547K	Hold	2,928	–	–	0.09%	112
2023 Q4	$496K	Hold	2,928	–	–	0.09%	113
2023 Q3	$445K	Hold	2,928	–	–	0.09%	110
2023 Q2	$458K	Hold	2,928	–	–	0.09%	109
2023 Q1	$419K	Hold	2,928	–	–	0.09%	112
2022 Q4	$388K	Buy	+2,928	New	+$391K	0.11%	120

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

Mosaic Family Wealth Partners's MGC Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.07% in Q2 2026, buying an estimated $531 and bringing the position to 2,938 shares worth $804K. The position accounts for 0.05% of the portfolio, ranked #234.

Mosaic Family Wealth Partners first reported a position in MGC in Q4 2022 and has held it in 15 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Mosaic Family Wealth Partners held 2,938 shares of Vanguard Morningstar Mega Cap ETF worth $804K as of Q2 2026.
Mosaic Family Wealth Partners bought 2 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $531.
Vanguard Morningstar Mega Cap ETF made up 0.05% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #234 holding.
Mosaic Family Wealth Partners first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2022 and has held it in 15 quarters since.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.