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

World Investment 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 		$1.86M Sell
7,254
-164
-2% -$43.6K 0.03% 496
2026
Q1 		$1.75M Buy
7,418
+92
+1% +$22.8K 0.03% 527
2025
Q4 		$1.84M Buy
7,326
+4,098
+127% +$1.02M 0.03% 487
2025
Q3 		$788K Sell
3,228
-308
-9% -$72K 0.02% 638
2025
Q2 		$795K Buy
3,536
+78
+2% +$16.1K 0.02% 581
2025
Q1 		$696K Sell
3,458
-1,387
-29% -$295K 0.02% 598
2024
Q4 		$1.03M Buy
4,845
+344
+8% +$73.1K 0.03% 467
2024
Q3 		$930K Sell
4,501
-298
-6% -$59.5K 0.03% 446
2024
Q2 		$947K Buy
4,799
+385
+9% +$72.4K 0.06% 282
2024
Q1 		$825K Sell
4,414
-311
-7% -$55.5K 0.12% 156
2023
Q4 		$800K Buy
4,725
+10
+0.2% +$1.59K 0.1% 166
2023
Q3 		$716K Sell
4,715
-26
-0.5% -$4.09K 0.14% 116
2023
Q2 		$742K Buy
4,741
+383
+9% +$56.6K 0.14% 108
2023
Q1 		$624K Buy
4,358
+258
+6% +$35.7K 0.13% 116
2022
Q4 		$543K Buy
4,100
+245
+6% +$32.7K 0.12% 118
2022
Q3 		$483K Sell
3,855
-253
-6% -$35.1K 0.11% 134
2022
Q2 		$596K Buy
4,108
+350
+9% +$50.1K 0.13% 130
2022
Q1 		$598K Buy
3,758
+192
+5% +$30.1K 0.12% 124
2021
Q4 		$565K Buy
3,566
+964
+37% +$157K 0.12% 130
2021
Q3 		$398K Buy
+2,602
New +$409K 0.09% 157

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

World Investment Advisors's MGC Position: Q2 2026 in Review

World Investment Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 2.2% in Q2 2026, selling an estimated $43.6K and leaving 7,254 shares worth $1.86M. The position accounts for 0.03% of the portfolio, ranked #496.

World Investment Advisors first reported a position in MGC in Q3 2021 and has held it in 20 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • World Investment Advisors held 7,254 shares of Vanguard Morningstar Mega Cap ETF worth $1.86M as of Q2 2026.
  • World Investment Advisors sold 164 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $43.6K.
  • Vanguard Morningstar Mega Cap ETF made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #496 holding.
  • World Investment Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

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