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Oppenheimer & Co’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Oppenheimer & Co’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 		– Sell
-816
Closed -$205K – 1751
2025
Q4 		$205K Buy
+816
New +$203K ﹤0.01% 1423
2015
Q1 		– Sell
-13,338
Closed -$937K – 1520
2014
Q4 		$937K Sell
13,338
-28
-0.2% -$1.93K 0.03% 625
2014
Q3 		$903K Buy
+13,366
New +$905K 0.03% 632

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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

Oppenheimer & Co's MGC Position: Q1 2026 in Review

Oppenheimer & Co sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2026, closing a stake of 816 shares — an estimated $205K sold.

Oppenheimer & Co first reported a position in MGC in Q3 2014 and held it in 3 quarters. The position peaked at $937K in Q4 2014. 506 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Oppenheimer & Co reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Oppenheimer & Co sold 816 Vanguard Morningstar Mega Cap ETF shares in Q1 2026, an estimated $205K.
  • Oppenheimer & Co first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2014 and held it in 3 quarters.
  • Oppenheimer & Co's Vanguard Morningstar Mega Cap ETF position peaked at $937K in Q4 2014.
  • 506 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.