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

UBS Group’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	$126M	Sell	459,689 -4,902	-1%	-$1.3M	0.02%	969
2026 Q1	$110M	Sell	464,591 -15,775	-3%	-$3.91M	0.02%	984
2025 Q4	$121M	Sell	480,366 -13,453	-3%	-$3.34M	0.02%	888
2025 Q3	$121M	Buy	493,819 +16,121	+3%	+$3.77M	0.02%	900
2025 Q2	$107M	Buy	477,698 +45,482	+11%	+$9.41M	0.02%	916
2025 Q1	$87M	Buy	432,216 +63,700	+17%	+$13.6M	0.02%	1016
2024 Q4	$78.4M	Sell	368,516 -16,729	-4%	-$3.56M	0.01%	1079
2024 Q3	$79.6M	Buy	385,245 +4,257	+1%	+$849K	0.02%	863
2024 Q2	$75.2M	Sell	380,988 -4,581	-1%	-$862K	0.02%	792
2024 Q1	$72.1M	Buy	385,569 +26,197	+7%	+$4.67M	0.02%	825
2023 Q4	$60.8M	Buy	359,372 +1,357	+0.4%	+$216K	0.02%	863
2023 Q3	$54.4M	Sell	358,015 -6,660	-2%	-$1.05M	0.02%	793
2023 Q2	$57.1M	Sell	364,675 -10,397	-3%	-$1.54M	0.02%	760
2023 Q1	$53.7M	Sell	375,072 -3,689	-1%	-$511K	0.02%	742
2022 Q4	$50.1M	Buy	378,761 +101,746	+37%	+$13.6M	0.02%	797
2022 Q3	$34.6M	Buy	277,015 +1,339	+0.5%	+$186K	0.02%	914
2022 Q2	$36.3M	Sell	275,676 -39,758	-13%	-$5.69M	0.01%	932
2022 Q1	$50.2M	Buy	315,434 +12,164	+4%	+$1.91M	0.02%	844
2021 Q4	$51M	Sell	303,270 -8,126	-3%	-$1.32M	0.01%	950
2021 Q3	$47.5M	Sell	311,396 -4,084	-1%	-$642K	0.01%	895
2021 Q2	$48.1M	Sell	315,480 -1,684	-0.5%	-$249K	0.02%	881
2021 Q1	$44.5M	Sell	317,164 -3,920	-1%	-$537K	0.01%	907
2020 Q4	$42.8M	Sell	321,084 -4,706	-1%	-$595K	0.01%	867
2020 Q3	$39.1M	Sell	325,790 -21,768	-6%	-$2.57M	0.01%	779
2020 Q2	$38M	Buy	347,558 +65,602	+23%	+$6.79M	0.02%	732
2020 Q1	$25.6M	Sell	281,956 -30,506	-10%	-$3.25M	0.01%	858
2019 Q4	$34.9M	Sell	312,462 -1,710	-0.5%	-$183K	0.01%	992
2019 Q3	$32.4M	Sell	314,172 -2,795	-0.9%	-$286K	0.01%	923
2019 Q2	$32.1M	Sell	316,967 -11,563	-4%	-$1.15M	0.01%	917
2019 Q1	$32.1M	Sell	328,530 -41,303	-11%	-$3.88M	0.01%	868
2018 Q4	$32.1M	Buy	369,833 +38,425	+12%	+$3.59M	0.01%	813
2018 Q3	$33.3M	Sell	331,408 -17,700	-5%	-$1.74M	0.01%	884
2018 Q2	$32.6M	Buy	349,108 +15,340	+5%	+$1.43M	0.01%	892
2018 Q1	$30.2M	Sell	333,768 -39,806	-11%	-$3.75M	0.01%	892
2017 Q4	$34.3M	Sell	373,574 -12,443	-3%	-$1.11M	0.01%	854
2017 Q3	$33.3M	Buy	386,017 +7,106	+2%	+$602K	0.02%	820
2017 Q2	$31.4M	Buy	378,911 +20,585	+6%	+$1.69M	0.02%	794
2017 Q1	$28.9M	Buy	358,326 +29,191	+9%	+$2.32M	0.02%	802
2016 Q4	$25.1M	Sell	329,135 -5,061	-2%	-$377K	0.01%	889
2016 Q3	$24.6M	Sell	334,196 -26,519	-7%	-$1.96M	0.01%	850
2016 Q2	$25.8M	Sell	360,715 -28,724	-7%	-$2.03M	0.02%	793
2016 Q1	$27.3M	Buy	389,439 +22,290	+6%	+$1.49M	0.02%	712
2015 Q4	$25.6M	Buy	367,149 +24,715	+7%	+$1.73M	0.02%	816
2015 Q3	$22.4M	Sell	342,434 -18,216	-5%	-$1.26M	0.02%	833
2015 Q2	$25.4M	Sell	360,650 -15,845	-4%	-$1.14M	0.02%	831
2015 Q1	$26.5M	Buy	376,495 +35,704	+10%	+$2.52M	0.02%	798
2014 Q4	$23.9M	Buy	+340,791	New	+$23.4M	0.02%	888

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group's MGC Position: Q2 2026 in Review

UBS Group reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1.1% in Q2 2026, selling an estimated $1.3M and leaving 459,689 shares worth $126M. The position accounts for 0.02% of the portfolio, ranked #969.

UBS Group first reported a position in MGC in Q4 2014 and has held it in 47 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

UBS Group held 459,689 shares of Vanguard Morningstar Mega Cap ETF worth $126M as of Q2 2026.
UBS Group sold 4,902 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $1.3M.
Vanguard Morningstar Mega Cap ETF made up 0.02% of UBS Group's portfolio in Q2 2026, its #969 holding.
UBS Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2014 and has held it in 47 quarters since.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

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