ZF
MGC icon

Zhang Financial’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Zhang Financial’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 		$7.09M Buy
25,912
+2,268
+10% +$602K 0.21% 70
2026
Q1 		$5.59M Sell
23,644
-151
-0.6% -$37.5K 0.19% 72
2025
Q4 		$5.98M Sell
23,795
-701
-3% -$174K 0.22% 62
2025
Q3 		$5.98M Sell
24,496
-228
-0.9% -$53.3K 0.24% 55
2025
Q2 		$5.56M Sell
24,724
-4,319
-15% -$894K 0.26% 54
2025
Q1 		$5.85M Buy
29,043
+3,325
+13% +$708K 0.31% 46
2024
Q4 		$5.47M Buy
25,718
+1,083
+4% +$230K 0.31% 45
2024
Q3 		$5.09M Sell
24,635
-99
-0.4% -$19.8K 0.32% 44
2024
Q2 		$4.88M Buy
24,734
+1,342
+6% +$252K 0.34% 42
2024
Q1 		$4.37M Buy
23,392
+4,336
+23% +$773K 0.32% 44
2023
Q4 		$3.23M Buy
19,056
+387
+2% +$61.5K 0.28% 51
2023
Q3 		$2.84M Buy
18,669
+12,430
+199% +$1.96M 0.29% 48
2023
Q2 		$975K Buy
6,239
+3,368
+117% +$498K 0.1% 113
2023
Q1 		$411K Hold
2,871
– – 0.05% 168
2022
Q4 		$380K Sell
2,871
-1,366
-32% -$182K 0.05% 170
2022
Q3 		$529K Buy
+4,237
New +$588K 0.08% 129

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

Zhang Financial's MGC Position: Q2 2026 in Review

Zhang Financial increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 9.6% in Q2 2026, buying an estimated $602K and bringing the position to 25,912 shares worth $7.09M. The position accounts for 0.21% of the portfolio, ranked #70.

Zhang Financial first reported a position in MGC in Q3 2022 and has held it in 16 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Zhang Financial held 25,912 shares of Vanguard Morningstar Mega Cap ETF worth $7.09M as of Q2 2026.
  • Zhang Financial bought 2,268 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $602K.
  • Vanguard Morningstar Mega Cap ETF made up 0.21% of Zhang Financial's portfolio in Q2 2026, its #70 holding.
  • Zhang Financial first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.