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SNS Financial Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

SNS Financial Group’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 		$4.7M Buy
17,163
+4,635
+37% +$1.23M 0.09% 142
2026
Q1 		$2.96M Sell
12,528
-31
-0.2% -$7.69K 0.26% 41
2025
Q4 		$3.15M Sell
12,559
-20
-0.2% -$4.97K 0.27% 39
2025
Q3 		$3.08M Sell
12,579
-513
-4% -$120K 0.27% 40
2025
Q2 		$2.95M Buy
13,092
+1,071
+9% +$222K 0.28% 42
2025
Q1 		$2.42M Sell
12,021
-210
-2% -$44.7K 0.25% 46
2024
Q4 		$2.6M Sell
12,231
-15
-0.1% -$3.19K 0.27% 44
2024
Q3 		$2.53M Sell
12,246
-219
-2% -$43.7K 0.25% 45
2024
Q2 		$2.47M Buy
12,465
+1,322
+12% +$249K 0.27% 43
2024
Q1 		$2.08M Hold
11,143
– – 0.23% 48
2023
Q4 		$1.89M Sell
11,143
-45
-0.4% -$7.16K 0.22% 50
2023
Q3 		$1.7M Sell
11,188
-350
-3% -$55.1K 0.22% 51
2023
Q2 		$1.81M Buy
11,538
+908
+9% +$134K 0.24% 51
2023
Q1 		$1.52M Sell
10,630
-680
-6% -$94.1K 0.2% 60
2022
Q4 		$1.5M Sell
11,310
-3,423
-23% -$457K 0.2% 65
2022
Q3 		$1.85M Buy
14,733
+7,538
+105% +$1.05M 0.27% 55
2022
Q2 		$948K Buy
+7,195
New +$1.03M 0.12% 86

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

SNS Financial Group's MGC Position: Q2 2026 in Review

SNS Financial Group increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 37% in Q2 2026, buying an estimated $1.23M and bringing the position to 17,163 shares worth $4.7M. The position accounts for 0.09% of the portfolio, ranked #142.

SNS Financial Group first reported a position in MGC in Q2 2022 and has held it in 17 quarters since. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • SNS Financial Group held 17,163 shares of Vanguard Morningstar Mega Cap ETF worth $4.7M as of Q2 2026.
  • SNS Financial Group bought 4,635 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $1.23M.
  • Vanguard Morningstar Mega Cap ETF made up 0.09% of SNS Financial Group's portfolio in Q2 2026, its #142 holding.
  • SNS Financial Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.