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

Mutual 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
-880
Closed -$208K – 1436
2026
Q1 		$208K Sell
880
-142
-14% -$35.2K ﹤0.01% 1260
2025
Q4 		$257K Buy
+1,022
New +$254K 0.01% 1147
2025
Q3 		– Sell
-901
Closed -$209K – 1320
2025
Q2 		$209K Buy
+901
New +$186K 0.01% 1118
2025
Q1 		– Sell
-953
Closed -$204K – 1139
2024
Q4 		$204K Sell
953
-168
-15% -$35.7K 0.01% 1023
2024
Q3 		$234K Hold
1,121
– – 0.01% 994
2024
Q2 		$220K Buy
1,121
+16
+1% +$3.01K 0.01% 1003
2024
Q1 		$206K Buy
+1,105
New +$197K 0.01% 1030
2022
Q1 		– Sell
-7,494
Closed -$1.26M – 910
2021
Q4 		$1.26M Buy
7,494
+332
+5% +$54.1K 0.07% 327
2021
Q3 		$1.09M Sell
7,162
-1,075
-13% -$169K 0.06% 334
2021
Q2 		$1.25M Sell
8,237
-1,202
-13% -$178K 0.07% 312
2021
Q1 		$1.32M Buy
9,439
+1,374
+17% +$188K 0.09% 268
2020
Q4 		$1.08M Sell
8,065
-1,098
-12% -$139K 0.08% 288
2020
Q3 		$1.1M Buy
9,163
+2,953
+48% +$348K 0.1% 226
2020
Q2 		$680K Buy
+6,210
New +$643K 0.07% 299

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

Mutual Advisors's MGC Position: Q2 2026 in Review

Mutual Advisors sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026, closing a stake of 880 shares — an estimated $208K sold.

Mutual Advisors first reported a position in MGC in Q2 2020 and held it in 14 quarters. The position peaked at $1.32M in Q1 2021. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Mutual Advisors reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Mutual Advisors sold 880 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $208K.
  • Mutual Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2020 and held it in 14 quarters.
  • Mutual Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $1.32M in Q1 2021.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

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