ZI
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ZEGA Investments’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

ZEGA Investments’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 		$282K Buy
1,031
+46
+5% +$12.2K 0.03% 231
2026
Q1 		$233K Sell
985
-588
-37% -$146K 0.03% 256
2025
Q4 		$395K Buy
1,573
+289
+23% +$71.8K 0.05% 131
2025
Q3 		$313K Buy
1,284
+109
+9% +$25.5K 0.04% 128
2025
Q2 		$264K Sell
1,175
-257
-18% -$53.2K 0.04% 118
2025
Q1 		$288K Buy
1,432
+67
+5% +$14.3K 0.04% 113
2024
Q4 		$301K Buy
+1,365
New +$290K 0.08% 98

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

ZEGA Investments's MGC Position: Q2 2026 in Review

ZEGA Investments increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 4.7% in Q2 2026, buying an estimated $12.2K and bringing the position to 1,031 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #231.

ZEGA Investments first reported a position in MGC in Q4 2024 and has held it in 7 quarters since. The position peaked at $395K in Q4 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • ZEGA Investments held 1,031 shares of Vanguard Morningstar Mega Cap ETF worth $282K as of Q2 2026.
  • ZEGA Investments bought 46 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $12.2K.
  • Vanguard Morningstar Mega Cap ETF made up 0.03% of ZEGA Investments's portfolio in Q2 2026, its #231 holding.
  • ZEGA Investments first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • ZEGA Investments's Vanguard Morningstar Mega Cap ETF position peaked at $395K in Q4 2025.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.