Penobscot Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Penobscot Wealth 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	$255K	Buy	+931	New	+$247K	0.07%	103

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

Penobscot Wealth Management's MGC Position: Q2 2026 in Review

Penobscot Wealth Management opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026: 931 shares worth $255K. The stake represents 0.07% of the portfolio and ranks #103 among its holdings.

530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Penobscot Wealth Management held 931 shares of Vanguard Morningstar Mega Cap ETF worth $255K as of Q2 2026.
Vanguard Morningstar Mega Cap ETF was a new Penobscot Wealth Management position in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.07% of Penobscot Wealth Management's portfolio in Q2 2026, its #103 holding.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.