Parsons Capital Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Parsons Capital Management’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	$965K	Sell	3,525 -75	-2%	-$19.9K	0.04%	291
2026 Q1	$851K	Sell	3,600 -550	-13%	-$136K	0.04%	292
2025 Q4	$1.04M	Buy	4,150 +37	+0.9%	+$9.2K	0.06%	242
2025 Q3	$1M	Sell	4,113 -468	-10%	-$109K	0.06%	246
2025 Q2	$1.03M	Sell	4,581 -23	-0.5%	-$4.76K	0.06%	236
2025 Q1	$927K	Buy	4,604 +335	+8%	+$71.3K	0.05%	258
2024 Q4	$908K	Buy	4,269 +495	+13%	+$105K	0.05%	252
2024 Q3	$780K	Buy	3,774 +140	+4%	+$27.9K	0.05%	267
2024 Q2	$717K	Buy	3,634 +1,159	+47%	+$218K	0.05%	272
2024 Q1	$463K	Buy	2,475 +185	+8%	+$33K	0.03%	327
2023 Q4	$388K	Buy	2,290 +120	+6%	+$19.1K	0.03%	340
2023 Q3	$330K	Buy	+2,170	New	+$342K	0.03%	351
2015 Q2	–	Sell	-1,500	Closed	-$106K	–	456
2015 Q1	$106K	Buy	+1,500	New	+$106K	0.01%	382

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Parsons Capital Management's MGC Position: Q2 2026 in Review

Parsons Capital Management reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 2.1% in Q2 2026, selling an estimated $19.9K and leaving 3,525 shares worth $965K. The position accounts for 0.04% of the portfolio, ranked #291.

Parsons Capital Management first reported a position in MGC in Q1 2015 and has held it in 13 quarters since. The position peaked at $1.04M in Q4 2025. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Parsons Capital Management held 3,525 shares of Vanguard Morningstar Mega Cap ETF worth $965K as of Q2 2026.
Parsons Capital Management sold 75 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $19.9K.
Vanguard Morningstar Mega Cap ETF made up 0.04% of Parsons Capital Management's portfolio in Q2 2026, its #291 holding.
Parsons Capital Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2015 and has held it in 13 quarters since.
Parsons Capital Management's Vanguard Morningstar Mega Cap ETF position peaked at $1.04M in Q4 2025.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.