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Winch Advisory Services’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Winch Advisory Services’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 		– Sell
-144
Closed -$34.1K – 563
2026
Q1 		$34.1K Buy
+144
New +$35.7K 0.01% 205

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

Winch Advisory Services's MGC Position: Q2 2026 in Review

Winch Advisory Services sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026, closing a stake of 144 shares — an estimated $34.1K sold.

Winch Advisory Services first reported a position in MGC in Q1 2026 and held it in 1 quarter. The position peaked at $34.1K in Q1 2026. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Winch Advisory Services reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Winch Advisory Services sold 144 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $34.1K.
  • Winch Advisory Services first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2026 and held it in 1 quarter.
  • Winch Advisory Services's Vanguard Morningstar Mega Cap ETF position peaked at $34.1K in Q1 2026.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.