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Steward Partners Investment Advisory’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Steward Partners Investment Advisory’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 		$2.94M Sell
10,750
-1,191
-10% -$316K 0.02% 757
2026
Q1 		$2.82M Buy
11,941
+1,832
+18% +$455K 0.01% 724
2025
Q4 		$2.54M Sell
10,109
-604
-6% -$150K 0.01% 691
2025
Q3 		$2.61M Buy
10,713
+2,417
+29% +$565K 0.02% 672
2025
Q2 		$1.87M Buy
8,296
+113
+1% +$23.4K 0.01% 742
2025
Q1 		$1.65M Sell
8,183
-26
-0.3% -$5.54K 0.01% 725
2024
Q4 		$1.75M Buy
8,209
+237
+3% +$50.4K 0.02% 681
2024
Q3 		$1.65M Buy
7,972
+326
+4% +$65K 0.02% 691
2024
Q2 		$1.51M Buy
7,646
+738
+11% +$139K 0.02% 671
2024
Q1 		$1.29M Buy
6,908
+7
+0.1% +$1.25K 0.01% 713
2023
Q4 		$1.17M Hold
6,901
– – 0.02% 673
2023
Q3 		$1.05M Buy
6,901
+177
+3% +$27.9K 0.02% 661
2023
Q2 		$1.05M Hold
6,724
– – 0.02% 678
2023
Q1 		$962K Buy
6,724
+447
+7% +$61.9K 0.02% 706
2022
Q4 		$831K Sell
6,277
-30
-0.5% -$4.01K 0.01% 733
2022
Q3 		$787K Buy
6,307
+1,175
+23% +$163K 0.01% 698
2022
Q2 		$676K Buy
5,132
+148
+3% +$21.2K 0.01% 760
2022
Q1 		$793K Sell
4,984
-4
-0.1% -$628 0.01% 762
2021
Q4 		$838K Buy
4,988
+209
+4% +$34.1K 0.01% 759
2021
Q3 		$728K Sell
4,779
-353
-7% -$55.5K 0.01% 777
2021
Q2 		$782K Sell
5,132
-4,544
-47% -$672K 0.01% 771
2021
Q1 		$1.36M Buy
9,676
+4,664
+93% +$639K 0.02% 542
2020
Q4 		$669K Buy
5,012
+515
+11% +$65.1K 0.01% 675
2020
Q3 		$539K Buy
4,497
+3,514
+357% +$415K 0.01% 645
2020
Q2 		$108K Sell
983
-8,826
-90% -$913K ﹤0.01% 1123
2020
Q1 		$892K Sell
9,809
-246
-2% -$26.2K 0.03% 412
2019
Q4 		$1.12M Sell
10,055
-488
-5% -$52.1K 0.03% 428
2019
Q3 		$1.09M Sell
10,543
-449
-4% -$45.9K 0.04% 388
2019
Q2 		$1.11M Buy
10,992
+225
+2% +$22.4K 0.04% 370
2019
Q1 		$1.05M Sell
10,767
-103
-0.9% -$9.69K 0.04% 346
2018
Q4 		$944K Buy
10,870
+10,467
+2,597% +$978K 0.05% 342
2018
Q3 		$40K Hold
403
– – ﹤0.01% 1284
2018
Q2 		$38K Hold
403
– – ﹤0.01% 1203
2018
Q1 		$36K Hold
403
– – ﹤0.01% 1116
2017
Q4 		$36K Hold
403
– – ﹤0.01% 942
2017
Q3 		$34K Hold
403
– – ﹤0.01% 789
2017
Q2 		$33K Hold
403
– – ﹤0.01% 738
2017
Q1 		$32K Buy
+403
New +$32K ﹤0.01% 648

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

Steward Partners Investment Advisory's MGC Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 10% in Q2 2026, selling an estimated $316K and leaving 10,750 shares worth $2.94M. The position accounts for 0.02% of the portfolio, ranked #757.

Steward Partners Investment Advisory first reported a position in MGC in Q1 2017 and has held it in 38 quarters since. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Steward Partners Investment Advisory held 10,750 shares of Vanguard Morningstar Mega Cap ETF worth $2.94M as of Q2 2026.
  • Steward Partners Investment Advisory sold 1,191 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $316K.
  • Vanguard Morningstar Mega Cap ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #757 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2017 and has held it in 38 quarters since.
  • 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.