RiverFront Investment Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

RiverFront Investment 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	$2.96M	Sell	10,806 -16,350	-60%	-$4.34M	0.04%	149
2026 Q1	$6.42M	Sell	27,156 -457,985	-94%	-$114M	0.1%	88
2025 Q4	$122M	Buy	485,141 +3,019	+0.6%	+$751K	2.01%	21
2025 Q3	$118M	Buy	482,122 +5,987	+1%	+$1.4M	2.07%	20
2025 Q2	$107M	Buy	476,135 +474,578	+30,480%	+$98.2M	2.09%	18
2025 Q1	$314K	Hold	1,557	–	–	0.01%	233
2024 Q4	$331K	Buy	+1,557	New	+$331K	0.01%	196

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

RiverFront Investment Group's MGC Position: Q2 2026 in Review

RiverFront Investment Group reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 60% in Q2 2026, selling an estimated $4.34M and leaving 10,806 shares worth $2.96M. The position accounts for 0.04% of the portfolio, ranked #149.

RiverFront Investment Group first reported a position in MGC in Q4 2024 and has held it in 7 quarters since. The position peaked at $122M in Q4 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

RiverFront Investment Group held 10,806 shares of Vanguard Morningstar Mega Cap ETF worth $2.96M as of Q2 2026.
RiverFront Investment Group sold 16,350 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $4.34M.
Vanguard Morningstar Mega Cap ETF made up 0.04% of RiverFront Investment Group's portfolio in Q2 2026, its #149 holding.
RiverFront Investment Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and has held it in 7 quarters since.
RiverFront Investment Group's Vanguard Morningstar Mega Cap ETF position peaked at $122M in Q4 2025.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.