Vanguard Personalized Indexing Management
MGC icon

Vanguard Personalized Indexing Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Vanguard Personalized Indexing Management’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 		$426K Sell
1,557
-505
-24% -$134K ﹤0.01% 1502
2026
Q1 		$487K Hold
2,062
– – ﹤0.01% 1330
2025
Q4 		$518K Sell
2,062
-223
-10% -$55.4K 0.01% 1238
2025
Q3 		$561K Hold
2,285
– – 0.01% 1198
2025
Q2 		$517K Sell
2,285
-3
-0.1% -$621 0.01% 1183
2025
Q1 		$461K Hold
2,288
– – 0.01% 1161
2024
Q4 		$487K Sell
2,288
-35
-2% -$7.44K 0.01% 1128
2024
Q3 		$480K Hold
2,323
– – 0.01% 1115
2024
Q2 		$458K Buy
+2,323
New +$437K 0.01% 1081

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

Vanguard Personalized Indexing Management's MGC Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 24% in Q2 2026, selling an estimated $134K and leaving 1,557 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Vanguard Personalized Indexing Management first reported a position in MGC in Q2 2024 and has held it in 9 quarters since. The position peaked at $561K in Q3 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Vanguard Personalized Indexing Management held 1,557 shares of Vanguard Morningstar Mega Cap ETF worth $426K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 505 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $134K.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1502 holding.
  • Vanguard Personalized Indexing Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • Vanguard Personalized Indexing Management's Vanguard Morningstar Mega Cap ETF position peaked at $561K in Q3 2025.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.