Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

MGCMGC
30 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in VANGUARD MEGA CAP ETF

Steward Partners Investment Advisory, LLC holds 10,750 shares of MGC (VANGUARD MEGA CAP ETF), worth $2.9M as of 2026-Q2. The position was decreased (-10.0% shares). MGC represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$2.9M

Current Shares

10,750

Total Value Change

+$1.9M

Total Shares Change

-17

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
10,750
-10.0%
$2.9M0.0%$273.63
0
2026-Q1
Increased
11,941
+18.1%
$2.8M0.0%$247.18
31
2025-Q4
Decreased
10,109
-5.6%
$2.5M0.0%$252.82
0
2025-Q3
Increased
10,713
+29.1%
$2.6M0.0%$242.45
33
2025-Q2
Increased
8,296
+1.4%
$1.9M0.0%$222.60
26
2025-Q1
Decreased
8,183
-0.3%
$1.6M0.0%$198.86
0
2024-Q4
Increased
8,209
+3.0%
$1.7M0.0%$211.57
26
2024-Q3
Increased
7,972
+4.3%
$1.6M0.0%$203.13
27
2024-Q2
Increased
7,646
+10.7%
$1.5M0.0%$194.14
28
2024-Q1
Increased
6,908
+0.1%
$1.3M0.0%$183.32
25
2023-Q4
Unchanged
6,901
0.0%
$1.2M0.0%$165.55
0
2023-Q3
Increased
6,901
+2.6%
$1M0.0%$147.92
26
2023-Q2
Unchanged
6,724
0.0%
$1.1M0.0%$150.06
0
2023-Q1
Increased
6,724
+7.1%
$962,4730.0%$136.60
27
2022-Q4
Decreased
6,277
-0.5%
$831,0750.0%$127.57
0
2022-Q3
Increased
6,307
+22.9%
$787,0000.0%$121.63
30
2022-Q2
Increased
5,132
+3.0%
$676,0000.0%$126.97
25
2022-Q1
Decreased
4,984
-0.1%
$793,0000.0%$153.62
0
2021-Q4
Increased
4,988
+4.4%
$838,0000.0%$159.97
26
2021-Q3
Decreased
4,779
-6.9%
$728,0000.0%$145.62
0
2021-Q2
Decreased
5,132
-73.5%
$782,0000.0%$143.32
0
2021-Q1
Increased
19,352
+286.1%
$1.4B0.0%$130.99
51
2020-Q4
Increased
5,012
+11.4%
$669,0000.0%$124.26
27
2020-Q3
Increased
4,497
+357.5%
$539,0000.0%$110.87
39
2020-Q2
Decreased
983
-90.0%
$108,0000.0%$100.06
0
2020-Q1
Decreased
9,809
-2.5%
$892,0000.0%$85.43
0
2019-Q4
Decreased
10,055
-4.6%
$1.1M0.0%$102.57
0
2019-Q3
Decreased
10,543
-4.1%
$1.1M0.0%$93.43
0
2019-Q2
Increased
10,992
+2.1%
$1.1M0.0%$92.24
26
2019-Q1
New
10,767
-
$1.1M0.0%$88.54
35

Other major holders of MGC: ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used