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

Valeo 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 		$207K Buy
+757
New +$201K ﹤0.01% 749
2026
Q1 		– Sell
-822
Closed -$206K – 846
2025
Q4 		$206K Hold
822
– – ﹤0.01% 752
2025
Q3 		$201K Buy
+822
New +$192K ﹤0.01% 760

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Valeo Financial Advisors opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026: 757 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #749 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in MGC as recently as Q4 2025.

Valeo Financial Advisors first reported a position in MGC in Q3 2025 and has held it in 3 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Valeo Financial Advisors held 757 shares of Vanguard Morningstar Mega Cap ETF worth $207K as of Q2 2026.
  • Vanguard Morningstar Mega Cap ETF was a new Valeo Financial Advisors position in Q2 2026.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #749 holding.
  • Valeo Financial Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.