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Stonebridge Financial Group (Missouri)’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Stonebridge Financial Group (Missouri)’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 		$273K Sell
996
-36
-3% -$9.56K 0.18% 130
2026
Q1 		$244K Hold
1,032
– – 0.21% 131
2025
Q4 		$259K Buy
+1,032
New +$257K 0.22% 121

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

Stonebridge Financial Group (Missouri)'s MGC Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 3.5% in Q2 2026, selling an estimated $9.56K and leaving 996 shares worth $273K. The position accounts for 0.18% of the portfolio, ranked #130.

Stonebridge Financial Group (Missouri) first reported a position in MGC in Q4 2025 and has held it in 3 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Stonebridge Financial Group (Missouri) held 996 shares of Vanguard Morningstar Mega Cap ETF worth $273K as of Q2 2026.
  • Stonebridge Financial Group (Missouri) sold 36 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $9.56K.
  • Vanguard Morningstar Mega Cap ETF made up 0.18% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #130 holding.
  • Stonebridge Financial Group (Missouri) first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.