NorthRock Partners’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

NorthRock Partners’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	$560K	Buy	2,048 +2	+0.1%	+$531	0.01%	416
2026 Q1	$484K	Buy	2,046 +2	+0.1%	+$496	0.01%	421
2025 Q4	$513K	Buy	2,044 +764	+60%	+$190K	0.01%	363
2025 Q3	$312K	Buy	+1,280	New	+$299K	0.01%	681
2025 Q2	–	Sell	-277	Closed	-$55.8K	–	832
2025 Q1	$55.8K	Buy	+277	New	+$59K	﹤0.01%	674
2020 Q2	–	Sell	-4,126	Closed	-$208K	–	222
2020 Q1	$208K	Buy	4,126 +3,778	+1,086%	+$403K	0.03%	185
2019 Q4	$413K	Buy	+348	New	+$37.1K	0.04%	171

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 $2.32B AUM 26.81% 1-Year Est. Return

NorthRock Partners's MGC Position: Q2 2026 in Review

NorthRock Partners increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.1% in Q2 2026, buying an estimated $531 and bringing the position to 2,048 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #416.

NorthRock Partners first reported a position in MGC in Q4 2019 and has held it in 7 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

NorthRock Partners held 2,048 shares of Vanguard Morningstar Mega Cap ETF worth $560K as of Q2 2026.
NorthRock Partners bought 2 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $531.
Vanguard Morningstar Mega Cap ETF made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #416 holding.
NorthRock Partners first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2019 and has held it in 7 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.