MGC institutional holders

VANGUARD MORNINGSTAR MEGA CAP ETF · 13F, 2026Q2

Managers holding529
Shares held18,982,594
Reported value$5.2bn
Quarter flows54 new, 154 added, 187 trimmed, 32 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
ENVESTNET ASSET MANAGEMENT INC3,369,826$922.1m0.2%
BANK OF AMERICA CORP /DE/1,529,913$418.6m0.0%
New York Life Investment Management LLC730,563$199.9m1.4%
VANTAGEPOINT INVESTMENT ADVISERS LLC630,488$172.5m1.3%
MORGAN STANLEY589,146$161.2m0.0%
WELLS FARGO & COMPANY/MN570,936$156.2m0.0%
LEAVELL INVESTMENT MANAGEMENT, INC.507,282$138.8m5.1%
UBS Group AG459,689$125.8m0.0%
LPL Financial LLC446,235$122.1m0.0%
Procyon Advisors, LLC441,124$120.7m1.6%
PNC Financial Services Group, Inc.434,711$118.9m0.1%
HUNTINGTON NATIONAL BANK409,444$112.0m0.5%
AMERIPRISE FINANCIAL INC364,847$99.8m0.0%
RAYMOND JAMES FINANCIAL INC343,460$94.0m0.0%
Cetera Investment Advisers299,443$81.9m0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO287,972$78.8m0.0%
SUMMIT WEALTH & RETIREMENT PLANNING, INC.217,223$59.4m12.6%
Apella Capital, LLC211,482$57.9m0.8%
Verus Financial Partners, Inc.201,543$55.1m4.7%
CAPTRUST FINANCIAL ADVISORS191,096$52.3m0.1%
Cambridge Investment Research Advisors, Inc.183,730$50.3m0.1%
Kestra Advisory Services, LLC178,867$48.9m0.2%
Forvis Mazars Wealth Advisors, LLC173,309$47.4m0.8%
TRUIST FINANCIAL CORP169,974$46.5m0.1%
COMMONWEALTH EQUITY SERVICES, LLC165,661$45.3m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("MGC"). MGC price history · All 13F data

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