SBI Securities’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

SBI Securities’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	$53.9K	Sell	197 -21	-10%	-$5.58K	﹤0.01%	1131
2026 Q1	$51.5K	Buy	218 +6	+3%	+$1.49K	﹤0.01%	1089
2025 Q4	$53.2K	Buy	212 +7	+3%	+$1.74K	﹤0.01%	1058
2025 Q3	$50K	Sell	205 -19	-8%	-$4.44K	﹤0.01%	1093
2025 Q2	$50.4K	Buy	224 +34	+18%	+$7.04K	﹤0.01%	1059
2025 Q1	$38.3K	Buy	190 +43	+29%	+$9.16K	﹤0.01%	1077
2024 Q4	$31.3K	Buy	+147	New	+$31.2K	﹤0.01%	1150

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

SBI Securities's MGC Position: Q2 2026 in Review

SBI Securities reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 9.6% in Q2 2026, selling an estimated $5.58K and leaving 197 shares worth $53.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

SBI Securities first reported a position in MGC in Q4 2024 and has held it in 7 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

SBI Securities held 197 shares of Vanguard Morningstar Mega Cap ETF worth $53.9K as of Q2 2026.
SBI Securities sold 21 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $5.58K.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1131 holding.
SBI Securities first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and has held it in 7 quarters since.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.