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Security record · archived quarter

MGC

Vanguard Morningstar Mega Cap ETF · Financial Services · Asset Management

280.60 +0.1% mkt cap $10.87B quote delayed (FMP) · as of Aug 26 19:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
10Tracked holders
0Δ holders
1.75MShares held
$426.24MReported value
+1New positions
−1Exits
Rising Conviction score 56/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +6.2% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 58 0 10.44M $2.86B +4 −4
Q1 2026 59 +5 10.83M $2.56B +6 −1
Q4 2025 54 -2 12.82M $3.22B −2
Q3 2025 10 0 1.75M $426.24M +1 −1
Q2 2025 7 -1 141.27K $31.77M +1 −2
Q1 2025 5 +1 27.53K $5.54M +1
Q4 2024 4 +1 69.94K $14.87M +1
Q3 2024 3 -2 14.05K $2.90M −2
Q2 2024 5 27.08K $5.34M
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 JPMorgan Chase 910.81K $222.32M 0.0% n/c 1 SEC ↗
2 JPMorgan Chase 910.81K $222.32M 0.0% n/c 1 SEC ↗
3 JPMorgan Chase 910.81K $222.32M 0.0% n/c 1 SEC ↗
4 JPMorgan Chase 910.81K $222.32M 0.0% n/c 1 SEC ↗
5 JPMorgan Chase 910.81K $222.32M 0.0% n/c 1 SEC ↗
6 JPMorgan Chase 910.81K $222.32M 0.0% n/c 1 SEC ↗
7 JPMorgan Chase 910.81K $222.32M 0.0% n/c 1 SEC ↗
8 JPMorgan Chase 910.81K $222.32M 0.0% n/c 1 SEC ↗
9 Morgan Stanley 577.08K $140.86M 0.0% n/c 1 SEC ↗
10 Morgan Stanley 577.08K $140.86M 0.0% n/c 1 SEC ↗
11 Morgan Stanley 577.08K $140.86M 0.0% n/c 1 SEC ↗
12 Morgan Stanley 577.08K $140.86M 0.0% n/c 1 SEC ↗
13 Two Sigma Investments 103.90K +12.7% $25.36M 0.0% ▲ Add 4 SEC ↗
14 Wellington Management 69.53K New $16.97M 0.0% New 1 SEC ↗
15 Fidelity (FMR) 30.84K +38.4% $7.53M 0.0% ▲ Add 2 SEC ↗
16 Goldman Sachs Group 15.61K $3.81M 0.0% n/c 1 SEC ↗
17 BlackRock (passive) 12.63K +54.6% $3.08M 0.0% ▲ Add 2 SEC ↗
18 BlackRock (passive) 12.63K +54.6% $3.08M 0.0% ▲ Add 2 SEC ↗
19 Renaissance Technologies 11.00K +400.0% $2.68M 0.0% ▲ Add 6 SEC ↗
20 The Vanguard Group (passive) 10.40K +25.4% $2.54M 0.0% ▲ Add 2 SEC ↗
21 The Vanguard Group (passive) 10.40K +25.4% $2.54M 0.0% ▲ Add 2 SEC ↗
22 AQR Capital Management 4.45K +8.5% $1.09M 0.0% ▲ Add 6 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Wellington Management $16.97M 0.0%

Exited

Marshall Wace $905,303 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 502 holders, 18.94M shares, $4.41B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2025 · Methodology · Get this via the API