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Nations Financial Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Nations Financial Group’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 		$2.34M Sell
8,565
-153
-2% -$40.6K 0.11% 202
2026
Q1 		$2.06M Buy
8,718
+39
+0.4% +$9.68K 0.11% 215
2025
Q4 		$2.18M Buy
8,679
+5
+0.1% +$1.24K 0.11% 201
2025
Q3 		$2.12M Sell
8,674
-606
-7% -$142K 0.13% 188
2025
Q2 		$2.09M Sell
9,280
-48
-0.5% -$9.93K 0.14% 177
2025
Q1 		$1.88M Buy
9,328
+76
+0.8% +$16.2K 0.14% 170
2024
Q4 		$1.97M Sell
9,252
-130
-1% -$27.6K 0.14% 175
2024
Q3 		$1.94M Buy
9,382
+76
+0.8% +$15.2K 0.14% 173
2024
Q2 		$1.84M Sell
9,306
-64
-0.7% -$12K 0.15% 162
2024
Q1 		$1.75M Sell
9,370
-171
-2% -$30.5K 0.15% 167
2023
Q4 		$1.62M Buy
9,541
+62
+0.7% +$9.86K 0.15% 158
2023
Q3 		$1.44M Buy
9,479
+48
+0.5% +$7.56K 0.14% 163
2023
Q2 		$1.48M Buy
9,431
+22
+0.2% +$3.25K 0.15% 166
2023
Q1 		$1.35M Sell
9,409
-123
-1% -$17K 0.14% 172
2022
Q4 		$1.26M Sell
9,532
-126
-1% -$16.8K 0.14% 180
2022
Q3 		$1.21M Buy
9,658
+4
+0% +$555 0.17% 143
2022
Q2 		$1.27M Sell
9,654
-186
-2% -$26.6K 0.17% 145
2022
Q1 		$1.56M Buy
9,840
+227
+2% +$35.6K 0.19% 133
2021
Q4 		$1.62M Buy
9,613
+41
+0.4% +$6.68K 0.21% 117
2021
Q3 		$1.46M Sell
9,572
-126
-1% -$19.8K 0.22% 115
2021
Q2 		$1.48M Buy
+9,698
New +$1.43M 0.25% 101

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

Nations Financial Group's MGC Position: Q2 2026 in Review

Nations Financial Group reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1.8% in Q2 2026, selling an estimated $40.6K and leaving 8,565 shares worth $2.34M. The position accounts for 0.11% of the portfolio, ranked #202.

Nations Financial Group first reported a position in MGC in Q2 2021 and has held it in 21 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Nations Financial Group held 8,565 shares of Vanguard Morningstar Mega Cap ETF worth $2.34M as of Q2 2026.
  • Nations Financial Group sold 153 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $40.6K.
  • Vanguard Morningstar Mega Cap ETF made up 0.11% of Nations Financial Group's portfolio in Q2 2026, its #202 holding.
  • Nations Financial Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.