Summit Asset Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Summit Asset Management’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	$287K	Hold	1,050	–	–	0.04%	157
2026 Q1	$248K	Hold	1,050	–	–	0.03%	159
2025 Q4	$264K	Hold	1,050	–	–	0.04%	146
2025 Q3	$256K	Hold	1,050	–	–	0.04%	148
2025 Q2	$236K	Hold	1,050	–	–	0.04%	152
2025 Q1	$211K	Hold	1,050	–	–	0.04%	158
2024 Q4	$223K	Hold	1,050	–	–	0.04%	152
2024 Q3	$217K	Hold	1,050	–	–	0.04%	158
2024 Q2	$207K	Buy	+1,050	New	+$197K	0.04%	153

Other funds holding MGC

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

Summit Asset Management's MGC Position: Q2 2026 in Review

Summit Asset Management held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 1,050 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #157.

Summit Asset Management first reported a position in MGC in Q2 2024 and has held it in 9 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Summit Asset Management held 1,050 shares of Vanguard Morningstar Mega Cap ETF worth $287K as of Q2 2026.
Summit Asset Management left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.04% of Summit Asset Management's portfolio in Q2 2026, its #157 holding.
Summit Asset Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2024 and has held it in 9 quarters since.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.