Truist Financial
MGC icon

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

Truist Financial’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
Q3 		$45.1M Sell
159,640
-10,334
-6% -$2.88M 0.05% 265
2026
Q2 		$46.5M Sell
169,974
-6,118
-3% -$1.63M 0.06% 262
2026
Q1 		$41.6M Buy
176,092
+12,495
+8% +$3.1M 0.06% 272
2025
Q4 		$41.1M Sell
163,597
-12,262
-7% -$3.05M 0.05% 273
2025
Q3 		$42.9M Sell
175,859
-15,100
-8% -$3.53M 0.06% 263
2025
Q2 		$43M Buy
190,959
+10,471
+6% +$2.17M 0.06% 261
2025
Q1 		$36.3M Sell
180,488
-48,256
-21% -$10.3M 0.06% 272
2024
Q4 		$48.6M Buy
228,744
+10,881
+5% +$2.31M 0.08% 229
2024
Q3 		$45M Sell
217,863
-100,885
-32% -$20.1M 0.07% 245
2024
Q2 		$62.9M Sell
318,748
-8,096
-2% -$1.52M 0.1% 198
2024
Q1 		$61.1M Sell
326,844
-1,268
-0.4% -$226K 0.09% 205
2023
Q4 		$55.5M Buy
328,112
+81,489
+33% +$13M 0.09% 211
2023
Q3 		$37.5M Buy
246,623
+10,549
+4% +$1.66M 0.06% 268
2023
Q2 		$36.9M Buy
236,074
+51,699
+28% +$7.64M 0.06% 279
2023
Q1 		$26.4M Sell
184,375
-38,088
-17% -$5.27M 0.05% 329
2022
Q4 		$29.5M Sell
222,463
-64,540
-22% -$8.62M 0.05% 311
2022
Q3 		$35.8M Sell
287,003
-30,032
-9% -$4.17M 0.07% 251
2022
Q2 		$41.8M Buy
317,035
+18,243
+6% +$2.61M 0.08% 236
2022
Q1 		$47.5M Sell
298,792
-18,419
-6% -$2.89M 0.08% 241
2021
Q4 		$53.3M Sell
317,211
-4,339
-1% -$707K 0.08% 235
2021
Q3 		$49M Buy
321,550
+136,370
+74% +$21.4M 0.08% 235
2021
Q2 		$28.2M Buy
185,180
+1,686
+0.9% +$249K 0.05% 347
2021
Q1 		$25.7M Sell
183,494
-3,986
-2% -$546K 0.04% 353
2020
Q4 		$25M Sell
187,480
-5,578
-3% -$705K 0.05% 330
2020
Q3 		$23.1M Sell
193,058
-35,225
-15% -$4.16M 0.05% 316
2020
Q2 		$25M Sell
228,283
-238,429
-51% -$24.7M 0.06% 301
2020
Q1 		$42.4M Buy
466,712
+88,177
+23% +$9.4M 0.11% 197
2019
Q4 		$42.3M Buy
378,535
+68,844
+22% +$7.35M 0.09% 238
2019
Q3 		$31.9M Buy
309,691
+84,376
+37% +$8.63M 0.55% 44
2019
Q2 		$22.8M Buy
225,315
+126,439
+128% +$12.6M 0.4% 61
2019
Q1 		$9.7M Buy
98,876
+51,155
+107% +$4.81M 0.17% 135
2018
Q4 		$4.15M Buy
+47,721
New +$4.46M 0.09% 231

Other funds holding MGC

New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Leavell Investment Management
Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Summit Wealth & Retirement Planning
Summit Wealth & Retirement Planning San Ramon, California $493M AUM 17.07% 1-Year Est. Return

Truist Financial's MGC Position: Q3 2026 in Review

Truist Financial reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 6.1% in Q3 2026, selling an estimated $2.88M and leaving 159,640 shares worth $45.1M. The position accounts for 0.05% of the portfolio, ranked #265.

Truist Financial first reported a position in MGC in Q4 2018 and has held it in 32 quarters since. The position peaked at $62.9M in Q2 2024. 406 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

  • Truist Financial held 159,640 shares of Vanguard Morningstar Mega Cap ETF worth $45.1M as of Q3 2026.
  • Truist Financial sold 10,334 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $2.88M.
  • Vanguard Morningstar Mega Cap ETF made up 0.05% of Truist Financial's portfolio in Q3 2026, its #265 holding.
  • Truist Financial first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2018 and has held it in 32 quarters since.
  • Truist Financial's Vanguard Morningstar Mega Cap ETF position peaked at $62.9M in Q2 2024.
  • 406 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.