Sowell Financial Services’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Sowell Financial Services’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	$200K	Buy	+731	New	+$194K	0.01%	1087
2026 Q1	–	Sell	-1,143	Closed	-$287K	–	1165
2025 Q4	$287K	Sell	1,143 -3	-0.3%	-$746	0.01%	851
2025 Q3	$280K	Buy	1,146 +2	+0.2%	+$468	0.01%	837
2025 Q2	$257K	Buy	+1,144	New	+$237K	0.01%	862
2021 Q2	–	Sell	-738	Closed	-$109K	–	1847
2021 Q1	$109K	Buy	738 +117	+19%	+$16K	﹤0.01%	1334
2020 Q4	$83K	Hold	621	–	–	﹤0.01%	1220
2020 Q3	$74K	Hold	621	–	–	﹤0.01%	1083
2020 Q2	$68K	Hold	621	–	–	﹤0.01%	1085
2020 Q1	$56K	Sell	621 -827	-57%	-$88.2K	﹤0.01%	1016
2019 Q4	$162K	Buy	1,448 +84	+6%	+$8.97K	0.01%	779
2019 Q3	$141K	Buy	+1,364	New	+$140K	0.01%	737

Other funds holding MGC

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

Sowell Financial Services's MGC Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026: 731 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #1087 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in MGC as recently as Q4 2025.

Sowell Financial Services first reported a position in MGC in Q3 2019 and has held it in 11 quarters since. The position peaked at $287K in Q4 2025. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Sowell Financial Services held 731 shares of Vanguard Morningstar Mega Cap ETF worth $200K as of Q2 2026.
Vanguard Morningstar Mega Cap ETF was a new Sowell Financial Services position in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1087 holding.
Sowell Financial Services first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2019 and has held it in 11 quarters since.
Sowell Financial Services's Vanguard Morningstar Mega Cap ETF position peaked at $287K in Q4 2025.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.