Union Savings Bank’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Union Savings Bank’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	$637K	Hold	2,327	–	–	0.26%	66
2026 Q1	$550K	Hold	2,327	–	–	0.24%	74
2025 Q4	$584K	Buy	+2,327	New	+$578K	0.25%	68
2025 Q2	$536K	Hold	2,327	–	–	0.25%	70
2025 Q1	$469K	Hold	2,327	–	–	0.23%	81
2024 Q4	$495K	Hold	2,327	–	–	0.24%	75
2024 Q3	$481K	Hold	2,327	–	–	0.24%	79
2024 Q2	$459K	Hold	2,327	–	–	0.24%	83
2024 Q1	$435K	Hold	2,327	–	–	0.23%	87
2023 Q4	$394K	Hold	2,327	–	–	0.22%	92
2023 Q3	$353K	Hold	2,327	–	–	0.22%	96
2023 Q2	$377K	Buy	+2,327	New	+$344K	0.22%	93

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

Union Savings Bank's MGC Position: Q2 2026 in Review

Union Savings Bank held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 2,327 shares worth $637K. The position accounts for 0.26% of the portfolio, ranked #66.

Union Savings Bank first reported a position in MGC in Q2 2023 and has held it in 12 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Union Savings Bank held 2,327 shares of Vanguard Morningstar Mega Cap ETF worth $637K as of Q2 2026.
Union Savings Bank left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.26% of Union Savings Bank's portfolio in Q2 2026, its #66 holding.
Union Savings Bank first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2023 and has held it in 12 quarters since.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.