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

OneDigital Investment 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 		$752K Sell
2,747
-44
-2% -$11.7K 0.01% 866
2026
Q1 		$660K Sell
2,791
-142
-5% -$35.2K 0.01% 841
2025
Q4 		$737K Buy
2,933
+9
+0.3% +$2.24K 0.01% 787
2025
Q3 		$714K Sell
2,924
-4
-0.1% -$936 0.01% 784
2025
Q2 		$659K Buy
2,928
+9
+0.3% +$1.86K 0.01% 798
2025
Q1 		$588K Buy
2,919
+8
+0.3% +$1.7K 0.01% 803
2024
Q4 		$619K Sell
2,911
-187
-6% -$39.8K 0.01% 803
2024
Q3 		$640K Buy
3,098
+121
+4% +$24.1K 0.01% 837
2024
Q2 		$587K Buy
2,977
+1,453
+95% +$273K 0.01% 830
2024
Q1 		$285K Buy
+1,524
New +$272K ﹤0.01% 927

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

OneDigital Investment Advisors's MGC Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1.6% in Q2 2026, selling an estimated $11.7K and leaving 2,747 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #866.

OneDigital Investment Advisors first reported a position in MGC in Q1 2024 and has held it in 10 quarters since. 426 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • OneDigital Investment Advisors held 2,747 shares of Vanguard Morningstar Mega Cap ETF worth $752K as of Q2 2026.
  • OneDigital Investment Advisors sold 44 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $11.7K.
  • Vanguard Morningstar Mega Cap ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #866 holding.
  • OneDigital Investment Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 426 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.