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Vaughan Nelson Investment Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Vaughan Nelson Investment 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 		$56.1K Hold
205
– – ﹤0.01% 203
2026
Q1 		$48.5K Hold
205
– – ﹤0.01% 203
2025
Q4 		$51.5K Hold
205
– – ﹤0.01% 204
2025
Q3 		$50K Hold
205
– – ﹤0.01% 196
2025
Q2 		$46.1K Hold
205
– – ﹤0.01% 191
2025
Q1 		$41K Hold
205
– – ﹤0.01% 205
2024
Q4 		$44K Hold
205
– – ﹤0.01% 203
2024
Q3 		$42K Hold
205
– – ﹤0.01% 203
2024
Q2 		$40K Hold
205
– – ﹤0.01% 199
2024
Q1 		$38K Sell
205
-375
-65% -$66.9K ﹤0.01% 199
2023
Q4 		$98K Hold
580
– – ﹤0.01% 204
2023
Q3 		$88K Hold
580
– – ﹤0.01% 217
2023
Q2 		$91K Sell
580
-325
-36% -$48K ﹤0.01% 217
2023
Q1 		$130K Hold
905
– – ﹤0.01% 195
2022
Q4 		$120K Hold
905
– – ﹤0.01% 196
2022
Q3 		$113K Hold
905
– – ﹤0.01% 188
2022
Q2 		$119K Hold
905
– – ﹤0.01% 196
2022
Q1 		$144K Hold
905
– – ﹤0.01% 192
2021
Q4 		$152K Hold
905
– – ﹤0.01% 189
2021
Q3 		$138K Hold
905
– – ﹤0.01% 189
2021
Q2 		$138K Buy
+905
New +$134K ﹤0.01% 184

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Vaughan Nelson Investment Management's MGC Position: Q2 2026 in Review

Vaughan Nelson Investment Management held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 205 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Vaughan Nelson Investment Management first reported a position in MGC in Q2 2021 and has held it in 21 quarters since. The position peaked at $152K in Q4 2021. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Vaughan Nelson Investment Management held 205 shares of Vanguard Morningstar Mega Cap ETF worth $56.1K as of Q2 2026.
  • Vaughan Nelson Investment Management left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #203 holding.
  • Vaughan Nelson Investment Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • Vaughan Nelson Investment Management's Vanguard Morningstar Mega Cap ETF position peaked at $152K in Q4 2021.
  • 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.