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

Sheridan Capital 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
Q1 		$1.67M Sell
7,056
-21
-0.3% -$5.21K 0.88% 20
2025
Q4 		$1.78M Sell
7,077
-385
-5% -$95.7K 0.9% 22
2025
Q3 		$1.82M Buy
+7,462
New +$1.75M 0.96% 19

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Sheridan Capital Management's MGC Position: Q1 2026 in Review

Sheridan Capital Management reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.3% in Q1 2026, selling an estimated $5.21K and leaving 7,056 shares worth $1.67M. The position accounts for 0.88% of the portfolio, ranked #20.

Sheridan Capital Management first reported a position in MGC in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.82M in Q3 2025. 506 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Sheridan Capital Management held 7,056 shares of Vanguard Morningstar Mega Cap ETF worth $1.67M as of Q1 2026.
  • Sheridan Capital Management sold 21 Vanguard Morningstar Mega Cap ETF shares in Q1 2026, an estimated $5.21K.
  • Vanguard Morningstar Mega Cap ETF made up 0.88% of Sheridan Capital Management's portfolio in Q1 2026, its #20 holding.
  • Sheridan Capital Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Sheridan Capital Management's Vanguard Morningstar Mega Cap ETF position peaked at $1.82M in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on Sheridan Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.