Royal Fund Management
MGC icon

Royal Fund Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Royal Fund Management’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
Q3 		$2.15M Buy
7,627
+697
+10% +$194K 0.17% 145
2026
Q2 		$1.9M Sell
6,930
-108
-2% -$28.7K 0.16% 151
2026
Q1 		$1.67M Buy
7,038
+526
+8% +$131K 0.16% 153
2025
Q4 		$1.64M Buy
6,512
+2,593
+66% +$645K 0.15% 147
2025
Q3 		$959K Sell
3,919
-448
-10% -$105K 0.11% 161
2025
Q2 		$984K Buy
4,367
+501
+13% +$104K 0.1% 194
2025
Q1 		$783K Sell
3,866
-3,374
-47% -$719K 0.09% 212
2024
Q4 		$1.55M Buy
7,240
+482
+7% +$102K 0.14% 147
2024
Q3 		$1.4M Buy
6,758
+4,043
+149% +$807K 0.08% 189
2024
Q2 		$537K Sell
2,715
-6,863
-72% -$1.29M 0.04% 230
2024
Q1 		$1.79M Buy
9,578
+3,076
+47% +$549K 0.18% 152
2023
Q4 		$1.1M Buy
6,502
+3,221
+98% +$512K 0.12% 181
2023
Q3 		$498K Buy
+3,281
New +$517K 0.07% 206

Other funds holding MGC

New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Leavell Investment Management
Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Summit Wealth & Retirement Planning
Summit Wealth & Retirement Planning San Ramon, California $493M AUM 17.07% 1-Year Est. Return

Royal Fund Management's MGC Position: Q3 2026 in Review

Royal Fund Management increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 10% in Q3 2026, buying an estimated $194K and bringing the position to 7,627 shares worth $2.15M. The position accounts for 0.17% of the portfolio, ranked #145.

Royal Fund Management first reported a position in MGC in Q3 2023 and has held it in 13 quarters since. 441 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

  • Royal Fund Management held 7,627 shares of Vanguard Morningstar Mega Cap ETF worth $2.15M as of Q3 2026.
  • Royal Fund Management bought 697 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $194K.
  • Vanguard Morningstar Mega Cap ETF made up 0.17% of Royal Fund Management's portfolio in Q3 2026, its #145 holding.
  • Royal Fund Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2023 and has held it in 13 quarters since.
  • 441 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Royal Fund Management's 13F filing for Q3 2026, filed 22 Oct 2026.