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Principal Securities’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Principal Securities’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 		$472K Buy
1,726
+41
+2% +$10.9K 0.01% 1102
2026
Q1 		$398K Buy
1,685
+179
+12% +$44.4K 0.01% 1078
2025
Q4 		$378K Buy
1,506
+165
+12% +$41K 0.01% 1043
2025
Q3 		$327K Sell
1,341
-103
-7% -$24.1K 0.01% 1086
2025
Q2 		$325K Buy
1,444
+240
+20% +$49.7K 0.01% 1037
2025
Q1 		$256K Hold
1,204
– – 0.01% 1033
2024
Q4 		$256K Buy
1,204
+549
+84% +$117K 0.01% 1031
2024
Q3 		$135K Buy
655
+138
+27% +$27.5K ﹤0.01% 1252
2024
Q2 		$102K Hold
517
– – ﹤0.01% 1321
2024
Q1 		$96.6K Buy
517
+191
+59% +$34.1K ﹤0.01% 1289
2023
Q4 		$55.2K Buy
+326
New +$51.8K ﹤0.01% 1438

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

Principal Securities's MGC Position: Q2 2026 in Review

Principal Securities increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 2.4% in Q2 2026, buying an estimated $10.9K and bringing the position to 1,726 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #1102.

Principal Securities first reported a position in MGC in Q4 2023 and has held it in 11 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Principal Securities held 1,726 shares of Vanguard Morningstar Mega Cap ETF worth $472K as of Q2 2026.
  • Principal Securities bought 41 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $10.9K.
  • Vanguard Morningstar Mega Cap ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1102 holding.
  • Principal Securities first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.