Prime Capital Investment Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Prime Capital Investment 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	$4.91M	Hold	17,927	–	–	0.05%	239
2026 Q1	$4.24M	Sell	17,927 -179	-1%	-$44.4K	0.05%	246
2025 Q4	$4.55M	Sell	18,106 -160	-0.9%	-$39.8K	0.06%	216
2025 Q3	$4.46M	Sell	18,266 -294	-2%	-$68.8K	0.06%	214
2025 Q2	$4.17M	Sell	18,560 -220	-1%	-$45.5K	0.06%	223
2025 Q1	$3.78M	Sell	18,780 -1,364	-7%	-$290K	0.04%	267
2024 Q4	$4.28M	Hold	20,144	–	–	0.06%	202
2024 Q3	$4.16M	Sell	20,144 -35	-0.2%	-$6.98K	0.06%	223
2024 Q2	$3.98M	Hold	20,179	–	–	0.06%	221
2024 Q1	$3.77M	Sell	20,179 -200	-1%	-$35.7K	0.05%	237
2023 Q4	$3.45M	Sell	20,379 -88	-0.4%	-$14K	0.05%	249
2023 Q3	$3.11M	Sell	20,467 -20	-0.1%	-$3.15K	0.06%	206
2023 Q2	$3.21M	Buy	+20,487	New	+$3.03M	0.06%	215

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

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

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

Prime Capital Investment Advisors's MGC Position: Q2 2026 in Review

Prime Capital Investment Advisors held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 17,927 shares worth $4.91M. The position accounts for 0.05% of the portfolio, ranked #239.

Prime Capital Investment Advisors first reported a position in MGC in Q2 2023 and has held it in 13 quarters since. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Prime Capital Investment Advisors held 17,927 shares of Vanguard Morningstar Mega Cap ETF worth $4.91M as of Q2 2026.
Prime Capital Investment Advisors left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.05% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #239 holding.
Prime Capital Investment Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2023 and has held it in 13 quarters since.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.