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

Win 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	$8.73M	Buy	+31,891	New	+$8.47M	3.11%	12
2026 Q1	–	Sell	-83,640	Closed	-$21M	–	101
2025 Q4	$21M	Buy	+83,640	New	+$20.8M	8.92%	1
2024 Q3	–	Sell	-60,911	Closed	-$12M	–	72
2024 Q2	$12M	Buy	+60,911	New	+$11.5M	5.37%	7
2023 Q1	–	Sell	-237	Closed	-$31.4K	–	99
2022 Q4	$31.4K	Hold	237	–	–	0.01%	62
2022 Q3	$30K	Sell	237 -241	-50%	-$33.5K	0.01%	38
2022 Q2	$64K	Sell	478 -1,193	-71%	-$171K	0.13%	36
2022 Q1	$266K	Sell	1,671 -175,362	-99%	-$27.5M	0.07%	47
2021 Q4	$29.8M	Buy	+177,033	New	+$28.9M	6.81%	2

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

Win Advisors's MGC Position: Q2 2026 in Review

Win Advisors opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026: 31,891 shares worth $8.73M. The stake represents 3.11% of the portfolio and ranks #12 among its holdings. This is a return to the name: Win Advisors previously reported a position in MGC as recently as Q4 2025.

Win Advisors first reported a position in MGC in Q4 2021 and has held it in 8 quarters since. The position peaked at $29.8M in Q4 2021. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Win Advisors held 31,891 shares of Vanguard Morningstar Mega Cap ETF worth $8.73M as of Q2 2026.
Vanguard Morningstar Mega Cap ETF was a new Win Advisors position in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 3.11% of Win Advisors's portfolio in Q2 2026, its #12 holding.
Win Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2021 and has held it in 8 quarters since.
Win Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $29.8M in Q4 2021.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.