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Signature Estate & Investment Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Signature Estate & Investment Advisors’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 		$779K Buy
2,848
+322
+13% +$85.5K 0.01% 339
2026
Q1 		$597K Buy
2,526
+836
+49% +$207K 0.01% 384
2025
Q4 		$424K Buy
1,690
+50
+3% +$12.4K 0.01% 418
2025
Q3 		$400K Buy
1,640
+2
+0.1% +$468 0.01% 423
2025
Q2 		$368K Sell
1,638
-427
-21% -$88.4K 0.01% 414
2025
Q1 		$416K Sell
2,065
-56
-3% -$11.9K 0.01% 376
2024
Q4 		$451K Buy
2,121
+184
+9% +$39.1K 0.01% 345
2024
Q3 		$400K Buy
1,937
+37
+2% +$7.38K 0.01% 358
2024
Q2 		$375K Buy
+1,900
New +$357K 0.01% 348
2020
Q3 		– Sell
-15,861
Closed -$1.74M – 153
2020
Q2 		$1.74M Sell
15,861
-2,594
-14% -$268K 0.12% 64
2020
Q1 		$1.68M Buy
+18,455
New +$1.97M 0.13% 66

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

Signature Estate & Investment Advisors's MGC Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 13% in Q2 2026, buying an estimated $85.5K and bringing the position to 2,848 shares worth $779K. The position accounts for 0.01% of the portfolio, ranked #339.

Signature Estate & Investment Advisors first reported a position in MGC in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.74M in Q2 2020. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Signature Estate & Investment Advisors held 2,848 shares of Vanguard Morningstar Mega Cap ETF worth $779K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 322 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $85.5K.
  • Vanguard Morningstar Mega Cap ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #339 holding.
  • Signature Estate & Investment Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2020 and has held it in 11 quarters since.
  • Signature Estate & Investment Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $1.74M in Q2 2020.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.