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

&Partners’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 		$4.76M Buy
17,392
+821
+5% +$218K 0.02% 619
2026
Q1 		$3.92M Sell
16,571
-531
-3% -$132K 0.02% 611
2025
Q4 		$4.3M Sell
17,102
-638
-4% -$159K 0.02% 551
2025
Q3 		$4.33M Sell
17,740
-1,637
-8% -$383K 0.03% 477
2025
Q2 		$4.36M Buy
+19,377
New +$4.01M 0.03% 405

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

&Partners's MGC Position: Q2 2026 in Review

&Partners increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 5% in Q2 2026, buying an estimated $218K and bringing the position to 17,392 shares worth $4.76M. The position accounts for 0.02% of the portfolio, ranked #619.

&Partners first reported a position in MGC in Q2 2025 and has held it in 5 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • &Partners held 17,392 shares of Vanguard Morningstar Mega Cap ETF worth $4.76M as of Q2 2026.
  • &Partners bought 821 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $218K.
  • Vanguard Morningstar Mega Cap ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #619 holding.
  • &Partners first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.