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MGC icon

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

NewEdge 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 		$8.4M Buy
30,685
+19,419
+172% +$5.16M 0.03% 563
2026
Q1 		$2.66M Buy
11,266
+3,648
+48% +$905K 0.01% 955
2025
Q4 		$1.91M Buy
7,618
+1,561
+26% +$388K 0.01% 1094
2025
Q3 		$1.48M Sell
6,057
-187
-3% -$43.7K 0.01% 1169
2025
Q2 		$1.4M Sell
6,244
-1,087
-15% -$225K 0.01% 1103
2025
Q1 		$1.48M Sell
7,331
-2,019
-22% -$430K 0.01% 996
2024
Q4 		$1.99M Buy
9,350
+377
+4% +$80.1K 0.01% 831
2024
Q3 		$1.85M Sell
8,973
-384
-4% -$76.6K 0.01% 827
2024
Q2 		$1.85M Sell
9,357
-168
-2% -$31.6K 0.01% 788
2024
Q1 		$1.78M Buy
9,525
+6,360
+201% +$1.13M 0.02% 742
2023
Q4 		$542K Buy
3,165
+1,667
+111% +$265K 0.01% 1242
2023
Q3 		$227K Sell
1,498
-120
-7% -$18.9K ﹤0.01% 1577
2023
Q2 		$253K Sell
1,618
-16
-1% -$2.36K ﹤0.01% 1532
2023
Q1 		$233K Sell
1,634
-1,101
-40% -$152K ﹤0.01% 1480
2022
Q4 		$354K Buy
+2,735
New +$365K 0.01% 931
2022
Q1 		– Sell
-1,435
Closed -$242K – 1431
2021
Q4 		$242K Buy
+1,435
New +$234K ﹤0.01% 1432

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

NewEdge Advisors's MGC Position: Q2 2026 in Review

NewEdge Advisors increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 172% in Q2 2026, buying an estimated $5.16M and bringing the position to 30,685 shares worth $8.4M. The position accounts for 0.03% of the portfolio, ranked #563.

NewEdge Advisors first reported a position in MGC in Q4 2021 and has held it in 16 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • NewEdge Advisors held 30,685 shares of Vanguard Morningstar Mega Cap ETF worth $8.4M as of Q2 2026.
  • NewEdge Advisors bought 19,419 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $5.16M.
  • Vanguard Morningstar Mega Cap ETF made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #563 holding.
  • NewEdge Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.