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Piedmont Capital Management (Montana)’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Piedmont Capital Management (Montana)’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 		$29.7M Buy
+108,485
New +$28.8M 14.99% 1

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

Piedmont Capital Management (Montana)'s MGC Position: Q2 2026 in Review

Piedmont Capital Management (Montana) opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026: 108,485 shares worth $29.7M. The stake represents 14.99% of the portfolio and ranks #1 among its holdings.

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

  • Piedmont Capital Management (Montana) held 108,485 shares of Vanguard Morningstar Mega Cap ETF worth $29.7M as of Q2 2026.
  • Vanguard Morningstar Mega Cap ETF was a new Piedmont Capital Management (Montana) position in Q2 2026.
  • Vanguard Morningstar Mega Cap ETF made up 14.99% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #1 holding.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.