Prospect Financial Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Prospect Financial Group’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	$896K	Sell	3,276 -168	-5%	-$44.6K	0.72%	30
2026 Q1	$814K	Hold	3,444	–	–	0.75%	30
2025 Q4	$865K	Sell	3,444 -95	-3%	-$23.6K	0.8%	30
2025 Q3	$864K	Sell	3,539 -90	-2%	-$21.1K	0.84%	28
2025 Q2	$816K	Sell	3,629 -72	-2%	-$14.9K	0.85%	28
2025 Q1	$745K	Sell	3,701 -66	-2%	-$14.1K	0.95%	28
2024 Q4	$801K	Buy	+3,767	New	+$801K	0.99%	27

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

Prospect Financial Group's MGC Position: Q2 2026 in Review

Prospect Financial Group reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 4.9% in Q2 2026, selling an estimated $44.6K and leaving 3,276 shares worth $896K. The position accounts for 0.72% of the portfolio, ranked #30.

Prospect Financial Group first reported a position in MGC in Q4 2024 and has held it in 7 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Prospect Financial Group held 3,276 shares of Vanguard Morningstar Mega Cap ETF worth $896K as of Q2 2026.
Prospect Financial Group sold 168 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $44.6K.
Vanguard Morningstar Mega Cap ETF made up 0.72% of Prospect Financial Group's portfolio in Q2 2026, its #30 holding.
Prospect Financial Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and has held it in 7 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Prospect Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.