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Pacific Sun Financial’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Pacific Sun Financial’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 		$627K Sell
2,291
-10
-0.4% -$2.66K 0.26% 117
2026
Q1 		$544K Buy
2,301
+105
+5% +$26.1K 0.26% 119
2025
Q4 		$552K Buy
2,196
+38
+2% +$9.45K 0.27% 111
2025
Q3 		$527K Sell
2,158
-353
-14% -$82.6K 0.25% 118
2025
Q2 		$565K Sell
2,511
-60
-2% -$12.4K 0.29% 103
2025
Q1 		$518K Buy
2,571
+30
+1% +$6.39K 0.29% 108
2024
Q4 		$540K Sell
2,541
-50
-2% -$10.6K 0.29% 106
2024
Q3 		$535K Buy
2,591
+40
+2% +$7.98K 0.3% 102
2024
Q2 		$503K Hold
2,551
– – 0.3% 105
2024
Q1 		$477K Hold
2,551
– – 0.28% 110
2023
Q4 		$432K Buy
2,551
+40
+2% +$6.36K 0.27% 111
2023
Q3 		$381K Sell
2,511
-150
-6% -$23.6K 0.26% 113
2023
Q2 		$381K Buy
+2,661
New +$393K 0.25% 116
2022
Q4 		$336K Sell
2,541
-240
-9% -$32.1K 0.24% 125
2022
Q3 		$347K Sell
2,781
-67
-2% -$9.3K 0.24% 122
2022
Q2 		$375K Buy
2,848
+552
+24% +$79K 0.25% 120
2022
Q1 		$365K Buy
2,296
+440
+24% +$69K 0.2% 128
2021
Q4 		$312K Buy
1,856
+116
+7% +$18.9K 0.17% 145
2021
Q3 		$265K Buy
+1,740
New +$273K 0.15% 154

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

Pacific Sun Financial's MGC Position: Q2 2026 in Review

Pacific Sun Financial reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.43% in Q2 2026, selling an estimated $2.66K and leaving 2,291 shares worth $627K. The position accounts for 0.26% of the portfolio, ranked #117.

Pacific Sun Financial first reported a position in MGC in Q3 2021 and has held it in 19 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Pacific Sun Financial held 2,291 shares of Vanguard Morningstar Mega Cap ETF worth $627K as of Q2 2026.
  • Pacific Sun Financial sold 10 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $2.66K.
  • Vanguard Morningstar Mega Cap ETF made up 0.26% of Pacific Sun Financial's portfolio in Q2 2026, its #117 holding.
  • Pacific Sun Financial first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.