Salomon & Ludwin’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Salomon & Ludwin’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	$235K	Hold	861	–	–	0.02%	161
2026 Q1	$205K	Hold	861	–	–	0.02%	168
2025 Q4	$218K	Hold	861	–	–	0.02%	166
2025 Q3	$211K	Hold	861	–	–	0.02%	160
2025 Q2	$194K	Hold	861	–	–	0.02%	151
2025 Q1	$173K	Hold	861	–	–	0.02%	151
2024 Q4	$183K	Hold	861	–	–	0.02%	143
2024 Q3	$178K	Hold	861	–	–	0.02%	153
2024 Q2	$170K	Hold	861	–	–	0.02%	156
2024 Q1	$161K	Hold	861	–	–	0.01%	206
2023 Q4	$131K	Hold	861	–	–	0.01%	201
2023 Q3	$131K	Buy	+861	New	+$136K	0.01%	201

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

Salomon & Ludwin's MGC Position: Q2 2026 in Review

Salomon & Ludwin held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 861 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #161.

Salomon & Ludwin first reported a position in MGC in Q3 2023 and has held it in 12 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Salomon & Ludwin held 861 shares of Vanguard Morningstar Mega Cap ETF worth $235K as of Q2 2026.
Salomon & Ludwin left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.02% of Salomon & Ludwin's portfolio in Q2 2026, its #161 holding.
Salomon & Ludwin first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2023 and has held it in 12 quarters since.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.