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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
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

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

Royal Fund Management's MGC Position: Q2 2026 in Review

Royal Fund Management reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1.5% in Q2 2026, selling an estimated $28.7K and leaving 6,930 shares worth $1.9M. The position accounts for 0.16% of the portfolio, ranked #151.

Royal Fund Management first reported a position in MGC in Q3 2023 and has held it in 12 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Royal Fund Management held 6,930 shares of Vanguard Morningstar Mega Cap ETF worth $1.9M as of Q2 2026.
  • Royal Fund Management sold 108 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $28.7K.
  • Vanguard Morningstar Mega Cap ETF made up 0.16% of Royal Fund Management's portfolio in Q2 2026, its #151 holding.
  • Royal Fund Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2023 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 Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.