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Root Financial Partners’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Root Financial Partners’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 		– Sell
-23
Closed -$5.44K – 2058
2026
Q1 		$5.44K Sell
23
-881
-97% -$219K ﹤0.01% 1919
2025
Q4 		$227K Sell
904
-19
-2% -$4.72K 0.01% 276
2025
Q3 		$225K Sell
923
-333
-27% -$77.9K 0.01% 263
2025
Q2 		$283K Buy
+1,256
New +$260K 0.03% 191

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

Root Financial Partners's MGC Position: Q2 2026 in Review

Root Financial Partners sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026, closing a stake of 23 shares — an estimated $5.44K sold.

Root Financial Partners first reported a position in MGC in Q2 2025 and held it in 4 quarters. The position peaked at $283K in Q2 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Root Financial Partners reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 23 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $5.44K.
  • Root Financial Partners first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2025 and held it in 4 quarters.
  • Root Financial Partners's Vanguard Morningstar Mega Cap ETF position peaked at $283K in Q2 2025.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.