Summit Investment Advisory Services’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Summit Investment Advisory Services’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	$587K	Hold	2,147	–	–	0.15%	47
2026 Q1	$507K	Hold	2,147	–	–	0.19%	42
2025 Q4	$539K	Hold	2,147	–	–	0.2%	41
2025 Q3	$524K	Hold	2,147	–	–	0.21%	39
2025 Q2	$483K	Sell	2,147 -37	-2%	-$7.66K	0.21%	41
2025 Q1	$440K	Hold	2,184	–	–	0.22%	41
2024 Q4	$464K	Hold	2,184	–	–	0.24%	43
2024 Q3	$451K	Buy	+2,184	New	+$436K	0.24%	41
2024 Q2	–	Sell	-2,184	Closed	-$408K	–	76
2024 Q1	$408K	Hold	2,184	–	–	0.24%	43
2023 Q4	$370K	Hold	2,184	–	–	0.23%	44
2023 Q3	$332K	Hold	2,184	–	–	0.25%	39
2023 Q2	$342K	Sell	2,184 -210	-9%	-$31K	0.23%	39
2023 Q1	$343K	Hold	2,394	–	–	0.24%	38
2022 Q4	$317K	Buy	+2,394	New	+$320K	0.38%	35

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 Investment Advisory Services's MGC Position: Q2 2026 in Review

Summit Investment Advisory Services held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 2,147 shares worth $587K. The position accounts for 0.15% of the portfolio, ranked #47.

Summit Investment Advisory Services first reported a position in MGC in Q4 2022 and has held it in 14 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Summit Investment Advisory Services held 2,147 shares of Vanguard Morningstar Mega Cap ETF worth $587K as of Q2 2026.
Summit Investment Advisory Services left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.15% of Summit Investment Advisory Services's portfolio in Q2 2026, its #47 holding.
Summit Investment Advisory Services first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2022 and has held it in 14 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.