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Simon Quick Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Simon Quick 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 		$1.82M Hold
6,652
– – 0.07% 153
2026
Q1 		$1.57M Hold
6,652
– – 0.07% 158
2025
Q4 		$1.67M Hold
6,652
– – 0.07% 154
2025
Q3 		$1.62M Hold
6,652
– – 0.07% 156
2025
Q2 		$1.5M Hold
6,652
– – 0.08% 152
2025
Q1 		$1.34M Buy
6,652
+292
+5% +$62.2K 0.08% 121
2024
Q4 		$1.35M Hold
6,360
– – 0.08% 109
2024
Q3 		$1.31M Hold
6,360
– – 0.08% 112
2024
Q2 		$1.25M Hold
6,360
– – 0.09% 104
2024
Q1 		$1.19M Buy
6,360
+20
+0.3% +$3.57K 0.09% 117
2023
Q4 		$1.07M Buy
6,340
+25
+0.4% +$3.98K 0.09% 106
2023
Q3 		$959K Buy
6,315
+281
+5% +$44.3K 0.09% 112
2023
Q2 		$944K Buy
6,034
+438
+8% +$64.7K 0.09% 109
2023
Q1 		$801K Buy
5,596
+21
+0.4% +$2.91K 0.09% 113
2022
Q4 		$738K Buy
5,575
+51
+0.9% +$6.81K 0.09% 106
2022
Q3 		$690K Hold
5,524
– – 0.1% 96
2022
Q2 		$799K Buy
5,524
+20
+0.4% +$2.86K 0.1% 95
2022
Q1 		$875K Buy
5,504
+72
+1% +$11.3K 0.25% 46
2021
Q4 		$913K Buy
5,432
+218
+4% +$35.5K 0.24% 50
2021
Q3 		$794K Buy
5,214
+241
+5% +$37.9K 0.2% 59
2021
Q2 		$757K Buy
4,973
+154
+3% +$22.8K 0.2% 52
2021
Q1 		$675K Buy
4,819
+598
+14% +$82K 0.2% 51
2020
Q4 		$563K Buy
+4,221
New +$534K 0.17% 55

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

Simon Quick Advisors's MGC Position: Q2 2026 in Review

Simon Quick Advisors held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 6,652 shares worth $1.82M. The position accounts for 0.07% of the portfolio, ranked #153.

Simon Quick Advisors first reported a position in MGC in Q4 2020 and has held it in 23 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Simon Quick Advisors held 6,652 shares of Vanguard Morningstar Mega Cap ETF worth $1.82M as of Q2 2026.
  • Simon Quick Advisors left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap ETF made up 0.07% of Simon Quick Advisors's portfolio in Q2 2026, its #153 holding.
  • Simon Quick Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.