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	$1.26M	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 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

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

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

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 $2.36B AUM 20.32% 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. 531 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.
531 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.