SGK
MGC icon

Steigerwald Gordon & Koch’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Steigerwald Gordon & Koch’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 		$5.47K Hold
20
– – ﹤0.01% 602
2026
Q1 		$4.73K Hold
20
– – ﹤0.01% 622
2025
Q4 		$5.02K Hold
20
– – ﹤0.01% 681
2025
Q3 		$4.88K Buy
+20
New +$4.68K ﹤0.01% 628

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

Steigerwald Gordon & Koch's MGC Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 20 shares worth $5.47K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Steigerwald Gordon & Koch first reported a position in MGC in Q3 2025 and has held it in 4 quarters since. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Steigerwald Gordon & Koch held 20 shares of Vanguard Morningstar Mega Cap ETF worth $5.47K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #602 holding.
  • Steigerwald Gordon & Koch first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.