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

Stifel Financial’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 		$2.59M Sell
9,476
-181
-2% -$48.1K ﹤0.01% 1891
2026
Q1 		$2.28M Sell
9,657
-6,787
-41% -$1.68M ﹤0.01% 1868
2025
Q4 		$4.13M Buy
16,444
+547
+3% +$136K ﹤0.01% 1436
2025
Q3 		$3.88M Sell
15,897
-1,303
-8% -$305K ﹤0.01% 1436
2025
Q2 		$3.87M Buy
17,200
+7,665
+80% +$1.59M ﹤0.01% 1395
2025
Q1 		$1.92M Buy
9,535
+695
+8% +$148K ﹤0.01% 1786
2024
Q4 		$1.88M Buy
8,840
+1,172
+15% +$249K ﹤0.01% 1820
2024
Q3 		$1.58M Buy
7,668
+217
+3% +$43.3K ﹤0.01% 1928
2024
Q2 		$1.47M Sell
7,451
-444
-6% -$83.5K ﹤0.01% 1935
2024
Q1 		$1.48M Buy
7,895
+104
+1% +$18.6K ﹤0.01% 1942
2023
Q4 		$1.32M Sell
7,791
-856
-10% -$136K ﹤0.01% 1966
2023
Q3 		$1.31M Sell
8,647
-1,876
-18% -$295K ﹤0.01% 1859
2023
Q2 		$1.65M Sell
10,523
-2,161
-17% -$319K ﹤0.01% 1762
2023
Q1 		$1.82M Sell
12,684
-6,825
-35% -$945K ﹤0.01% 1629
2022
Q4 		$2.58M Sell
19,509
-14,144
-42% -$1.89M ﹤0.01% 1331
2022
Q3 		$4.2M Sell
33,653
-5,413
-14% -$751K 0.01% 1028
2022
Q2 		$5.15M Sell
39,066
-1,261
-3% -$181K 0.01% 962
2022
Q1 		$6.42M Buy
40,327
+1,190
+3% +$187K 0.01% 931
2021
Q4 		$6.58M Buy
39,137
+2,880
+8% +$470K 0.01% 920
2021
Q3 		$5.53M Sell
36,257
-1,464
-4% -$230K 0.01% 966
2021
Q2 		$5.75M Sell
37,721
-2,190
-5% -$324K 0.01% 945
2021
Q1 		$5.6M Sell
39,911
-21,574
-35% -$2.96M 0.01% 893
2020
Q4 		$8.21M Buy
61,485
+5,558
+10% +$703K 0.01% 654
2020
Q3 		$6.71M Buy
55,927
+38,821
+227% +$4.58M 0.01% 666
2020
Q2 		$1.87M Buy
17,106
+229
+1% +$23.7K ﹤0.01% 1193
2020
Q1 		$1.53M Buy
16,877
+1,134
+7% +$121K ﹤0.01% 1193
2019
Q4 		$1.76M Sell
15,743
-88
-0.6% -$9.39K ﹤0.01% 1416
2019
Q3 		$1.63M Sell
15,831
-211
-1% -$21.6K ﹤0.01% 1445
2019
Q2 		$1.62M Sell
16,042
-1,226
-7% -$122K ﹤0.01% 1482
2019
Q1 		$1.68M Buy
17,268
+4,948
+40% +$465K ﹤0.01% 1342
2018
Q4 		$1.07M Buy
12,320
+9,030
+274% +$844K ﹤0.01% 1481
2018
Q3 		$331K Sell
3,290
-719
-18% -$70.7K ﹤0.01% 2306
2018
Q2 		$375K Sell
4,009
-90
-2% -$8.37K ﹤0.01% 2168
2018
Q1 		$370K Hold
4,099
– – ﹤0.01% 2126
2017
Q4 		$375K Sell
4,099
-1,165
-22% -$104K ﹤0.01% 2082
2017
Q3 		$454K Buy
5,264
+240
+5% +$20.3K ﹤0.01% 1943
2017
Q2 		$417K Sell
5,024
-868
-15% -$71.3K ﹤0.01% 1965
2017
Q1 		$475K Sell
5,892
-2,678
-31% -$213K ﹤0.01% 1846
2016
Q4 		$654K Buy
8,570
+3,059
+56% +$228K ﹤0.01% 1629
2016
Q3 		$407K Sell
5,511
-15,624
-74% -$1.15M ﹤0.01% 1831
2016
Q2 		$1.51M Buy
21,135
+15,790
+295% +$1.12M 0.01% 1135
2016
Q1 		$375K Sell
5,345
-2,861
-35% -$191K ﹤0.01% 1731
2015
Q4 		$573K Buy
8,206
+556
+7% +$39K ﹤0.01% 1589
2015
Q3 		$499K Hold
7,650
– – ﹤0.01% 1553
2015
Q2 		$537K Sell
7,650
-1,694
-18% -$121K ﹤0.01% 1656
2015
Q1 		$657K Sell
9,344
-55
-0.6% -$3.88K ﹤0.01% 1480
2014
Q4 		$660K Buy
9,399
+1,830
+24% +$126K ﹤0.01% 1481
2014
Q3 		$511K Hold
7,569
– – ﹤0.01% 1515
2014
Q2 		$507K Sell
7,569
-775
-9% -$50.4K ﹤0.01% 1478
2014
Q1 		$533K Buy
+8,344
New +$523K 0.01% 1404

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Stifel Financial's MGC Position: Q2 2026 in Review

Stifel Financial reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1.9% in Q2 2026, selling an estimated $48.1K and leaving 9,476 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1891.

Stifel Financial first reported a position in MGC in Q1 2014 and has held it in 50 quarters since. The position peaked at $8.21M in Q4 2020. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Stifel Financial held 9,476 shares of Vanguard Morningstar Mega Cap ETF worth $2.59M as of Q2 2026.
  • Stifel Financial sold 181 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $48.1K.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1891 holding.
  • Stifel Financial first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2014 and has held it in 50 quarters since.
  • Stifel Financial's Vanguard Morningstar Mega Cap ETF position peaked at $8.21M in Q4 2020.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.