Smartleaf Asset Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Smartleaf Asset 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 Q2	$1.14M	Hold	4,208	–	–	0.04%	394
2026 Q1	$965K	Sell	4,208 -9	-0.2%	-$2.23K	0.03%	403
2025 Q4	$1.07M	Buy	4,217 +526	+14%	+$131K	0.04%	364
2025 Q3	$897K	Sell	3,691 -83	-2%	-$19.4K	0.06%	346
2025 Q2	$846K	Buy	3,774 +1,767	+88%	+$366K	0.07%	283
2025 Q1	$402K	Buy	2,007 +1,137	+131%	+$242K	0.04%	406
2024 Q4	$186K	Sell	870 -3	-0.3%	-$638	0.02%	570
2024 Q3	$180K	Hold	873	–	–	0.02%	523
2024 Q2	$173K	Buy	+873	New	+$164K	0.03%	422

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

Smartleaf Asset Management's MGC Position: Q2 2026 in Review

Smartleaf Asset Management held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 4,208 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #394.

Smartleaf Asset Management first reported a position in MGC in Q2 2024 and has held it in 9 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Smartleaf Asset Management held 4,208 shares of Vanguard Morningstar Mega Cap ETF worth $1.14M as of Q2 2026.
Smartleaf Asset Management left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.04% of Smartleaf Asset Management's portfolio in Q2 2026, its #394 holding.
Smartleaf Asset Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2024 and has held it in 9 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.