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

Waverly 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	$390K	Buy	1,425 +300	+27%	+$79.7K	﹤0.01%	1285
2026 Q1	$266K	Buy	1,125 +162	+17%	+$40.2K	﹤0.01%	1368
2025 Q4	$242K	Buy	963 +1	+0.1%	+$249	﹤0.01%	1309
2025 Q3	$235K	Hold	962	–	–	﹤0.01%	1140
2025 Q2	$216K	Buy	+962	New	+$199K	﹤0.01%	1090
2025 Q1	–	Sell	-961	Closed	-$204K	–	1118
2024 Q4	$204K	Buy	+961	New	+$204K	﹤0.01%	925
2018 Q3	–	Sell	-6,085	Closed	-$568K	–	197
2018 Q2	$568K	Buy	+6,085	New	+$566K	0.09%	113

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

Waverly Advisors's MGC Position: Q2 2026 in Review

Waverly Advisors increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 27% in Q2 2026, buying an estimated $79.7K and bringing the position to 1,425 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Waverly Advisors first reported a position in MGC in Q2 2018 and has held it in 7 quarters since. The position peaked at $568K in Q2 2018. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Waverly Advisors held 1,425 shares of Vanguard Morningstar Mega Cap ETF worth $390K as of Q2 2026.
Waverly Advisors bought 300 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $79.7K.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1285 holding.
Waverly Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2018 and has held it in 7 quarters since.
Waverly Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $568K in Q2 2018.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.