UBS AM’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

UBS AM’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	$3.83K	Sell	14 -503	-97%	-$134K	﹤0.01%	3444
2026 Q1	$122K	Buy	+517	New	+$128K	﹤0.01%	2813
2021 Q2	–	Sell	-8,070	Closed	-$1.08M	–	2770
2021 Q1	$1.08M	Hold	8,070	–	–	﹤0.01%	2057
2020 Q4	$1.08M	Buy	+8,070	New	+$1.02M	﹤0.01%	1950
2019 Q4	–	Sell	-9,327	Closed	-$962K	–	2720
2019 Q3	$962K	Buy	9,327 +2,720	+41%	+$278K	﹤0.01%	1974
2019 Q2	$669K	Buy	6,607 +2,542	+63%	+$253K	﹤0.01%	2071
2019 Q1	$397K	Buy	4,065 +3,000	+282%	+$282K	﹤0.01%	2198
2018 Q4	$92.5K	Buy	1,065 +855	+407%	+$79.9K	﹤0.01%	2525
2018 Q3	$21.1K	Hold	210	–	–	﹤0.01%	2630
2018 Q2	$19.6K	Hold	210	–	–	﹤0.01%	2653
2018 Q1	$19K	Sell	210 -41	-16%	-$3.86K	﹤0.01%	2546
2017 Q4	$23K	Hold	251	–	–	﹤0.01%	2473
2017 Q3	$21.7K	Hold	251	–	–	﹤0.01%	2432
2017 Q2	$20.8K	Hold	251	–	–	﹤0.01%	2420
2017 Q1	$20.2K	Sell	251 -237	-49%	-$18.8K	﹤0.01%	2380
2016 Q4	$37K	Buy	+488	New	+$36.4K	﹤0.01%	2328

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

UBS AM's MGC Position: Q2 2026 in Review

UBS AM reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 97% in Q2 2026, selling an estimated $134K and leaving 14 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #3444.

UBS AM first reported a position in MGC in Q4 2016 and has held it in 16 quarters since. The position peaked at $1.08M in Q1 2021. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

UBS AM held 14 shares of Vanguard Morningstar Mega Cap ETF worth $3.83K as of Q2 2026.
UBS AM sold 503 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $134K.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3444 holding.
UBS AM first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2016 and has held it in 16 quarters since.
UBS AM's Vanguard Morningstar Mega Cap ETF position peaked at $1.08M in Q1 2021.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.