Savant Capital’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Savant Capital’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	$28.5M	Buy	103,295 +90,987	+739%	+$24.2M	0.08%	156
2026 Q1	$2.91M	Buy	12,308 +325	+3%	+$80.7K	0.01%	358
2025 Q4	$3.01M	Sell	11,983 -427	-3%	-$106K	0.02%	328
2025 Q3	$3.03M	Buy	12,410 +51	+0.4%	+$11.9K	0.02%	309
2025 Q2	$2.78M	Buy	12,359 +2,427	+24%	+$502K	0.02%	301
2025 Q1	$2M	Sell	9,932 -454	-4%	-$96.7K	0.02%	331
2024 Q4	$2.21M	Buy	10,386 +83	+0.8%	+$17.6K	0.02%	413
2024 Q3	$2.13M	Buy	10,303 +539	+6%	+$108K	0.02%	412
2024 Q2	$1.93M	Hold	9,764	–	–	0.02%	388
2024 Q1	$1.82M	Hold	9,764	–	–	0.02%	378
2023 Q4	$1.65M	Hold	9,764	–	–	0.02%	323
2023 Q3	$1.48M	Hold	9,764	–	–	0.02%	315
2023 Q2	$1.53M	Hold	9,764	–	–	0.02%	303
2023 Q1	$1.4M	Hold	9,764	–	–	0.03%	272
2022 Q4	$1.29M	Buy	9,764 +2,410	+33%	+$322K	0.03%	217
2022 Q3	$918K	Buy	7,354 +490	+7%	+$68K	0.03%	240
2022 Q2	$905K	Sell	6,864 -134	-2%	-$19.2K	0.03%	246
2022 Q1	$1.11M	Hold	6,998	–	–	0.04%	223
2021 Q4	$1.18M	Hold	6,998	–	–	0.04%	219
2021 Q3	$1.07M	Buy	6,998 +134	+2%	+$21.1K	0.04%	213
2021 Q2	$1.05M	Hold	6,864	–	–	0.04%	202
2021 Q1	$963K	Sell	6,864 -500	-7%	-$68.5K	0.05%	198
2020 Q4	$983K	Hold	7,364	–	–	0.06%	189
2020 Q3	$883K	Hold	7,364	–	–	0.06%	185
2020 Q2	$806K	Hold	7,364	–	–	0.06%	187
2020 Q1	$670K	Buy	7,364 +114	+2%	+$12.2K	0.06%	192
2019 Q4	$810K	Sell	7,250 -550	-7%	-$58.7K	0.1%	155
2019 Q3	$804K	Hold	7,800	–	–	0.11%	138
2019 Q2	$790K	Hold	7,800	–	–	0.11%	143
2019 Q1	$762K	Hold	7,800	–	–	0.14%	121
2018 Q4	$678K	Hold	7,800	–	–	0.14%	119
2018 Q3	$784K	Hold	7,800	–	–	0.14%	120
2018 Q2	$728K	Hold	7,800	–	–	0.16%	112
2018 Q1	$707K	Hold	7,800	–	–	0.15%	115
2017 Q4	$716K	Hold	7,800	–	–	0.15%	112
2017 Q3	$673K	Hold	7,800	–	–	0.15%	105
2017 Q2	$647K	Sell	7,800 -445	-5%	-$36.5K	0.15%	105
2017 Q1	$665K	Hold	8,245	–	–	0.16%	100
2016 Q4	$629K	Hold	8,245	–	–	0.17%	100
2016 Q3	$608K	Hold	8,245	–	–	0.17%	105
2016 Q2	$590K	Buy	8,245 +138	+2%	+$9.77K	0.17%	103
2016 Q1	$568K	Buy	8,107 +307	+4%	+$20.5K	0.17%	99
2015 Q4	$544K	Hold	7,800	–	–	0.17%	95
2015 Q3	$509K	Hold	7,800	–	–	0.18%	93
2015 Q2	$548K	Hold	7,800	–	–	0.18%	90
2015 Q1	$549K	Hold	7,800	–	–	0.19%	95
2014 Q4	$548K	Hold	7,800	–	–	0.21%	84
2014 Q3	$527K	Hold	7,800	–	–	0.22%	80
2014 Q2	$522K	Hold	7,800	–	–	0.23%	79
2014 Q1	$498K	Buy	+7,800	New	+$489K	0.23%	77

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

Savant Capital's MGC Position: Q2 2026 in Review

Savant Capital increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 739% in Q2 2026, buying an estimated $24.2M and bringing the position to 103,295 shares worth $28.5M. The position accounts for 0.08% of the portfolio, ranked #156.

Savant Capital first reported a position in MGC in Q1 2014 and has held it in 50 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Savant Capital held 103,295 shares of Vanguard Morningstar Mega Cap ETF worth $28.5M as of Q2 2026.
Savant Capital bought 90,987 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $24.2M.
Vanguard Morningstar Mega Cap ETF made up 0.08% of Savant Capital's portfolio in Q2 2026, its #156 holding.
Savant Capital first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2014 and has held it in 50 quarters since.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.