PFS
MGC icon

Prospera Financial Services’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Prospera Financial Services’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 		$8.7M Buy
31,779
+1,827
+6% +$485K 0.13% 176
2026
Q1 		$7.08M Buy
29,952
+16,971
+131% +$4.21M 0.11% 191
2025
Q4 		$3.26M Sell
12,981
-266
-2% -$66.1K 0.05% 354
2025
Q3 		$3.23M Sell
13,247
-1,800
-12% -$421K 0.06% 352
2025
Q2 		$3.38M Buy
15,047
+685
+5% +$142K 0.06% 317
2025
Q1 		$2.89M Sell
14,362
-261
-2% -$55.6K 0.07% 303
2024
Q4 		$3.11M Buy
14,623
+1,175
+9% +$250K 0.07% 275
2024
Q3 		$2.78M Sell
13,448
-12
-0.1% -$2.39K 0.07% 285
2024
Q2 		$2.66M Buy
13,460
+12,376
+1,142% +$2.33M 0.07% 282
2024
Q1 		$203K Buy
+1,084
New +$193K 0.01% 1037
2022
Q2 		– Sell
-305
Closed -$49K – 2204
2022
Q1 		$49K Buy
+305
New +$47.9K ﹤0.01% 1392
2020
Q4 		– Sell
-305
Closed -$37K – 1206
2020
Q3 		$37K Buy
+305
New +$36K 0.01% 716

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

Prospera Financial Services's MGC Position: Q2 2026 in Review

Prospera Financial Services increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 6.1% in Q2 2026, buying an estimated $485K and bringing the position to 31,779 shares worth $8.7M. The position accounts for 0.13% of the portfolio, ranked #176.

Prospera Financial Services first reported a position in MGC in Q3 2020 and has held it in 12 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Prospera Financial Services held 31,779 shares of Vanguard Morningstar Mega Cap ETF worth $8.7M as of Q2 2026.
  • Prospera Financial Services bought 1,827 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $485K.
  • Vanguard Morningstar Mega Cap ETF made up 0.13% of Prospera Financial Services's portfolio in Q2 2026, its #176 holding.
  • Prospera Financial Services first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2020 and has held it in 12 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.