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New York Life Investment Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

New York Life Investment Management’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
Q1 		$176M Buy
744,342
+40,113
+6% +$9.95M 1.49% 14
2025
Q4 		$177M Sell
704,229
-7,171
-1% -$1.78M 1.53% 13
2025
Q3 		$174M Buy
711,400
+134,789
+23% +$31.5M 1.53% 12
2025
Q2 		$130M Buy
576,611
+76,736
+15% +$15.9M 1.21% 13
2025
Q1 		$101M Sell
499,875
-36,791
-7% -$7.83M 1.03% 18
2024
Q4 		$114M Buy
536,666
+17,030
+3% +$3.62M 1.11% 16
2024
Q3 		$107M Sell
519,636
-82,096
-14% -$16.4M 1.04% 18
2024
Q2 		$119M Buy
601,732
+53,817
+10% +$10.1M 1.19% 15
2024
Q1 		$102M Buy
547,915
+74,763
+16% +$13.3M 1.02% 18
2023
Q4 		$80.1M Buy
473,152
+59,183
+14% +$9.41M 0.82% 24
2023
Q3 		$62.9M Buy
413,969
+6,320
+2% +$995K 0.68% 27
2023
Q2 		$63.8M Sell
407,649
-7,396
-2% -$1.09M 0.66% 26
2023
Q1 		$59.4M Sell
415,045
-55,154
-12% -$7.64M 0.66% 21
2022
Q4 		$62.3M Buy
470,199
+52,532
+13% +$7.02M 0.71% 18
2022
Q3 		$52.1M Buy
417,667
+47,870
+13% +$6.64M 0.63% 23
2022
Q2 		$48.7M Buy
369,797
+61,965
+20% +$8.87M 0.57% 29
2022
Q1 		$49M Buy
307,832
+21,060
+7% +$3.3M 2.59% 8
2021
Q4 		$48.2M Buy
286,772
+17,772
+7% +$2.9M 2.52% 7
2021
Q3 		$41M Buy
269,000
+52,239
+24% +$8.21M 2.26% 7
2021
Q2 		$33M Buy
216,761
+10,643
+5% +$1.57M 1.91% 7
2021
Q1 		$28.9M Buy
206,118
+32,123
+18% +$4.4M 1.74% 9
2020
Q4 		$23.2M Buy
173,995
+62,006
+55% +$7.84M 1.56% 9
2020
Q3 		$13.4M Buy
111,989
+87,566
+359% +$10.3M 1.22% 9
2020
Q2 		$2.67M Buy
+24,423
New +$2.53M 0.28% 16

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 $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

New York Life Investment Management's MGC Position: Q1 2026 in Review

New York Life Investment Management increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 5.7% in Q1 2026, buying an estimated $9.95M and bringing the position to 744,342 shares worth $176M. The position accounts for 1.49% of the portfolio, ranked #14.

New York Life Investment Management first reported a position in MGC in Q2 2020 and has held it in 24 quarters since. The position peaked at $177M in Q4 2025. 506 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • New York Life Investment Management held 744,342 shares of Vanguard Morningstar Mega Cap ETF worth $176M as of Q1 2026.
  • New York Life Investment Management bought 40,113 Vanguard Morningstar Mega Cap ETF shares in Q1 2026, an estimated $9.95M.
  • Vanguard Morningstar Mega Cap ETF made up 1.49% of New York Life Investment Management's portfolio in Q1 2026, its #14 holding.
  • New York Life Investment Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • New York Life Investment Management's Vanguard Morningstar Mega Cap ETF position peaked at $177M in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.