Sunbelt Securities’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Sunbelt Securities’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 Q1	$47.3K	Hold	200	–	–	﹤0.01%	1038
2025 Q4	$50.2K	Hold	200	–	–	﹤0.01%	994
2025 Q3	$48.8K	Sell	200 -144	-42%	-$33.7K	﹤0.01%	1007
2025 Q2	$73.1K	Buy	344 +144	+72%	+$29.8K	0.01%	847
2025 Q1	$40.3K	Sell	200 -144	-42%	-$30.7K	﹤0.01%	958
2024 Q4	$73.4K	Buy	344 +1	+0.3%	+$213	0.01%	844
2024 Q3	$70.9K	Buy	343 +1	+0.3%	+$200	0.01%	849
2024 Q2	$67.5K	Hold	342	–	–	0.01%	836
2024 Q1	$64K	Hold	342	–	–	0.01%	824
2023 Q4	$57.9K	Buy	342 +1	+0.3%	+$159	0.01%	784
2023 Q3	$51.8K	Hold	341	–	–	0.01%	790
2023 Q2	$53.3K	Buy	341 +1	+0.3%	+$148	0.01%	779
2023 Q1	$48.1K	Buy	+340	New	+$47.1K	0.01%	758

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Sunbelt Securities's MGC Position: Q1 2026 in Review

Sunbelt Securities held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q1 2026 at 200 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Sunbelt Securities first reported a position in MGC in Q1 2023 and has held it in 13 quarters since. The position peaked at $73.4K in Q4 2024. 508 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Sunbelt Securities held 200 shares of Vanguard Morningstar Mega Cap ETF worth $47.3K as of Q1 2026.
Sunbelt Securities left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1038 holding.
Sunbelt Securities first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Vanguard Morningstar Mega Cap ETF position peaked at $73.4K in Q4 2024.
508 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.