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PFG Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

PFG Advisors’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 		$891K Buy
3,257
+19
+0.6% +$5.05K 0.04% 400
2026
Q1 		$765K Sell
3,238
-3
-0.1% -$744 0.04% 437
2025
Q4 		$814K Sell
3,241
-932
-22% -$232K 0.04% 421
2025
Q3 		$1.02M Buy
+4,173
New +$976K 0.04% 400
2025
Q2 		– Sell
-3,913
Closed -$788K – 715
2025
Q1 		$788K Buy
3,913
+2,672
+215% +$569K 0.04% 374
2024
Q4 		$264K Sell
1,241
-1,451
-54% -$308K 0.02% 615
2024
Q3 		$556K Sell
2,692
-2,892
-52% -$577K 0.04% 417
2024
Q2 		$1.1M Buy
+5,584
New +$1.05M 0.07% 279
2023
Q3 		– Sell
-1,683
Closed -$263K – 656
2023
Q2 		$263K Buy
1,683
+39
+2% +$5.76K 0.02% 556
2023
Q1 		$235K Buy
1,644
+119
+8% +$16.5K 0.02% 563
2022
Q4 		$202K Buy
+1,525
New +$204K 0.02% 532
2022
Q1 		– Sell
-4,072
Closed -$684K – 494
2021
Q4 		$684K Hold
4,072
– – 0.07% 307
2021
Q3 		$621K Hold
4,072
– – 0.07% 307
2021
Q2 		$620K Sell
4,072
-45
-1% -$6.66K 0.07% 292
2021
Q1 		$577K Buy
4,117
+125
+3% +$17.1K 0.07% 276
2020
Q4 		$533K Hold
3,992
– – 0.09% 238
2020
Q3 		$485K Buy
+3,992
New +$471K 0.09% 236

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

PFG Advisors's MGC Position: Q2 2026 in Review

PFG Advisors increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.59% in Q2 2026, buying an estimated $5.05K and bringing the position to 3,257 shares worth $891K. The position accounts for 0.04% of the portfolio, ranked #400.

PFG Advisors first reported a position in MGC in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.1M in Q2 2024. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • PFG Advisors held 3,257 shares of Vanguard Morningstar Mega Cap ETF worth $891K as of Q2 2026.
  • PFG Advisors bought 19 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $5.05K.
  • Vanguard Morningstar Mega Cap ETF made up 0.04% of PFG Advisors's portfolio in Q2 2026, its #400 holding.
  • PFG Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2020 and has held it in 17 quarters since.
  • PFG Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $1.1M in Q2 2024.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.