Oxford Financial Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Oxford Financial Group’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	$98.5K	Hold	360	–	–	0.01%	259
2026 Q1	$85.1K	Hold	360	–	–	﹤0.01%	267
2025 Q4	$90.4K	Hold	360	–	–	0.01%	250
2025 Q3	$87.9K	Hold	360	–	–	0.01%	239
2025 Q2	$81K	Hold	360	–	–	﹤0.01%	227
2025 Q1	$72.5K	Hold	360	–	–	0.01%	229
2024 Q4	$76.6K	Hold	360	–	–	0.01%	266
2024 Q3	$74.4K	Hold	360	–	–	﹤0.01%	258
2024 Q2	$71K	Hold	360	–	–	﹤0.01%	279
2024 Q1	$67.3K	Hold	360	–	–	﹤0.01%	244
2023 Q4	$60.9K	Buy	360 +196	+120%	+$31.2K	﹤0.01%	261
2023 Q3	$24.9K	Hold	164	–	–	﹤0.01%	251
2023 Q2	$25.7K	Buy	+164	New	+$24.2K	﹤0.01%	271

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

Oxford Financial Group's MGC Position: Q2 2026 in Review

Oxford Financial Group held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 360 shares worth $98.5K. The position accounts for 0.01% of the portfolio, ranked #259.

Oxford Financial Group first reported a position in MGC in Q2 2023 and has held it in 13 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Oxford Financial Group held 360 shares of Vanguard Morningstar Mega Cap ETF worth $98.5K as of Q2 2026.
Oxford Financial Group left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #259 holding.
Oxford Financial Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2023 and has held it in 13 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.