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

Prosperity Capital 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	$737K	Sell	2,694 -238	-8%	-$63.2K	0.04%	228
2026 Q1	$693K	Sell	2,932 -284	-9%	-$70.5K	0.04%	227
2025 Q4	$808K	Sell	3,216 -111	-3%	-$27.6K	0.05%	189
2025 Q3	$812K	Buy	3,327 +194	+6%	+$45.4K	0.05%	213
2025 Q2	$705K	Buy	3,133 +396	+14%	+$82K	0.05%	208
2025 Q1	$554K	Sell	2,737 -3,587	-57%	-$764K	0.04%	224
2024 Q4	$1.34M	Sell	6,324 -13,422	-68%	-$2.85M	0.11%	136
2024 Q3	$4.08M	Buy	19,746 +1,711	+9%	+$341K	0.35%	59
2024 Q2	$3.56M	Buy	18,035 +2,551	+16%	+$480K	0.39%	45
2024 Q1	$2.89M	Buy	15,484 +13,438	+657%	+$2.4M	0.34%	52
2023 Q4	$346K	Buy	+2,046	New	+$325K	0.04%	183

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

Prosperity Capital Advisors's MGC Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 8.1% in Q2 2026, selling an estimated $63.2K and leaving 2,694 shares worth $737K. The position accounts for 0.04% of the portfolio, ranked #228.

Prosperity Capital Advisors first reported a position in MGC in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.08M in Q3 2024. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Prosperity Capital Advisors held 2,694 shares of Vanguard Morningstar Mega Cap ETF worth $737K as of Q2 2026.
Prosperity Capital Advisors sold 238 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $63.2K.
Vanguard Morningstar Mega Cap ETF made up 0.04% of Prosperity Capital Advisors's portfolio in Q2 2026, its #228 holding.
Prosperity Capital Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and has held it in 11 quarters since.
Prosperity Capital Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $4.08M in Q3 2024.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.