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

Transamerica Financial Advisors’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 		$3.96K Hold
14
– – ﹤0.01% 1179
2026
Q1 		$3.41K Sell
14
-8
-36% -$1.99K ﹤0.01% 1111
2025
Q4 		$5.47K Buy
22
+7
+47% +$1.74K ﹤0.01% 943
2025
Q3 		$3.5K Buy
+15
New +$3.51K ﹤0.01% 939

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Transamerica Financial Advisors's MGC Position: Q2 2026 in Review

Transamerica Financial Advisors held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 14 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Transamerica Financial Advisors first reported a position in MGC in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.47K in Q4 2025. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Transamerica Financial Advisors held 14 shares of Vanguard Morningstar Mega Cap ETF worth $3.96K as of Q2 2026.
  • Transamerica Financial Advisors left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1179 holding.
  • Transamerica Financial Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $5.47K in Q4 2025.
  • 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.