SIS
MGC icon

Sound Income Strategies’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Sound Income Strategies’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 		– Sell
-50
Closed -$11.9K – 1624
2026
Q1 		$11.9K Sell
50
-408
-89% -$101K ﹤0.01% 1429
2025
Q4 		$116K Buy
458
+408
+816% +$101K 0.01% 548
2025
Q3 		$12.3K Hold
50
– – ﹤0.01% 953
2025
Q2 		$11.2K Hold
50
– – ﹤0.01% 917
2025
Q1 		$10.1K Hold
50
– – ﹤0.01% 905
2024
Q4 		$10.6K Hold
50
– – ﹤0.01% 820
2024
Q3 		$10.3K Hold
50
– – ﹤0.01% 781
2024
Q2 		$9.87K Hold
50
– – ﹤0.01% 776
2024
Q1 		$9.34K Hold
50
– – ﹤0.01% 771
2023
Q4 		$8.46K Hold
50
– – ﹤0.01% 775
2023
Q3 		$7.59K Hold
50
– – ﹤0.01% 647
2023
Q2 		$7.82K Hold
50
– – ﹤0.01% 631
2023
Q1 		$7.16K Hold
50
– – ﹤0.01% 631
2022
Q4 		$6.62K Hold
50
– – ﹤0.01% 602
2022
Q3 		$6K Hold
50
– – ﹤0.01% 561
2022
Q2 		$7K Hold
50
– – ﹤0.01% 533
2022
Q1 		$8K Hold
50
– – ﹤0.01% 519
2021
Q4 		$8K Hold
50
– – ﹤0.01% 508
2021
Q3 		$8K Hold
50
– – ﹤0.01% 497
2021
Q2 		$8K Hold
50
– – ﹤0.01% 524
2021
Q1 		$7.01K Hold
50
– – ﹤0.01% 557
2020
Q4 		$7K Hold
50
– – ﹤0.01% 534
2020
Q3 		$6K Hold
50
– – ﹤0.01% 520
2020
Q2 		$5K Hold
50
– – ﹤0.01% 506
2020
Q1 		$5K Hold
50
– – ﹤0.01% 457
2019
Q4 		$6K Buy
+50
New +$5.34K ﹤0.01% 430

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

Sound Income Strategies's MGC Position: Q2 2026 in Review

Sound Income Strategies sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026, closing a stake of 50 shares — an estimated $11.9K sold.

Sound Income Strategies first reported a position in MGC in Q4 2019 and held it in 26 quarters. The position peaked at $116K in Q4 2025. 424 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Sound Income Strategies reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 50 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $11.9K.
  • Sound Income Strategies first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2019 and held it in 26 quarters.
  • Sound Income Strategies's Vanguard Morningstar Mega Cap ETF position peaked at $116K in Q4 2025.
  • 424 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.