MGC institutional holders

Vanguard Morningstar Mega Cap ETF · 549 reporting institutions · $5.2B reported value

Funds that can replace MGC · MGC return decomposition

Institutional holdings

Institutions reporting MGC, largest first
InstitutionReported positionAdvisors at firmReport period
Envestnet Pmc$922.1M602026-06-30
Bank of America Corp /de$418.6M02026-06-30
New York Life Investment Management LLC$199.9M892026-06-30
Missionsquare Investments$172.5M02026-06-30
Morgan Stanley$161.2M23,1852026-06-30
Wells Fargo & Company/mn$156.2M02026-06-30
Leavell Investment Management, Inc.$138.8M252026-06-30
UBS Group AG$125.8M02026-06-30
Lpl Financial LLC$122.1M23,4582026-06-30
Procyon$120.7M532026-06-30
PNC Financial Services Group, Inc.$118.9M02026-06-30
Huntington National Bank$112M02026-06-30
Cadence Bank$109.1M02025-12-31
Ameriprise Financial Inc$99.8M02026-06-30
Raymond James Financial Inc$94M02026-06-30
Cetera Investment Advisers$81.9M10,3702026-06-30
Northwestern Mutual Wealth Management Co$78.8M02026-06-30
Summit Wealth & Retirement Planning, Inc.$59.4M72026-06-30
Apella Capital, LLC$57.9M1042026-06-30
Verus Financial Partners, Inc.$55.1M122026-06-30
Captrust Financial Advisors$52.3M9622026-06-30
Kestra Advisory Services, LLC$48.9M1,4792026-06-30
Forvis Mazars Wealth Advisors, LLC$47.4M832026-06-30
Truist Financial Corp$46.5M02026-06-30
Commonwealth Equity Services, LLC$45.3M2,8632026-06-30
Rockefeller Capital Management LP$43.5M3462026-06-30
Black Diamond Financial, LLC$41M122026-06-30
Orion Porfolio Solutions, LLC$40.5M1992026-06-30
Ieq Capital, LLC$40M1972026-06-30
Mesirow Financial Investment Management, Inc.$39.7M922026-06-30
Provise Management Group, LLC$38.1M192026-06-30
Royal Bank of Canada$36.8M02026-06-30
One Capital Management, LLC$33.8M642026-06-30
Piedmont Capital Management, LLC$29.7M32026-06-30
Savant Wealth Management$28.5M4052026-06-30
Osaic Holdings, Inc.$28M02026-06-30
Capital Investment Advisors, LLC$27.8M592026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$26.7M02026-06-30
Praetorian Wealth Management, Inc.$25.9M72026-06-30
Jpmorgan Chase & Co$20.2M02026-06-30
Jones Financial Companies LLLP$19.7M02026-06-30
Exencial Wealth Advisors, LLC$19.1M02026-03-31
Vsm Wealth Advisory, LLC$19.1M52026-06-30
Creative Planning$18.4M1,1712026-06-30
Cozad Asset Management Inc$18.4M202026-06-30
Patten & Patten Inc/tn$18.1M02026-06-30
Modera Wealth Management, LLC$18.1M1352026-06-30
Wealth Enhancement Advisory Services, LLC$16.9M1,0262026-06-30
Beacon Pointe Advisors, LLC$16.7M4662026-06-30
Hb Wealth Management, LLC$16.2M1692026-06-30
Alphacore Capital LLC$16.2M692026-06-30
Capital Advantage, Inc.$16.1M82026-06-30
Choate Investment Advisors$15.9M152026-06-30
Sensible Financial Planning & Management, Llc.$15.5M02025-09-30
Blackrock, Inc.$15.1M02026-06-30
Keel Point, LLC$14M492026-06-30
Mosley Wealth Management$13.8M122026-06-30
Retirement Financial Solutions, LLC$13.8M152026-06-30
Triagen Wealth Management LLC$13.2M32026-06-30
Steph & Co$12.4M02026-06-30
Baird Financial Group, Inc.$12.4M02026-06-30
Physician Wealth Advisors, Inc.$12.3M92026-06-30
Fsa Wealth Partners, Inc.$11.2M82026-06-30
Focus Partners Wealth$11M1,0482026-06-30
Blackston Financial Advisory Group, LLC$10.9M62026-06-30
Destination Wealth Management$10.7M372026-06-30
MML Investors Services, LLC$10.3M5,1202026-06-30
Creativeone Wealth, LLC$10.2M2212026-06-30
Segment Wealth Management, LLC$10.1M32026-06-30
Schmidt P J Investment Management Inc$10M02026-06-30
Baker Ellis Asset Management LLC$9.7M52026-06-30
Fmr LLC$9.4M02026-06-30
Moneta Group Investment Advisors LLC$9.1M2562026-06-30
Bank of New York Mellon Corp$8.9M02026-06-30
Win Advisors, Inc$8.7M42026-06-30
Prospera Financial Services, Inc.$8.7M2702026-06-30
Newedge Advisors$8.4M6012026-06-30
Phillips Financial Management, LLC$8.3M152026-06-30
Tradition Wealth Management, LLC$8.1M232026-06-30
Private Advisor Group, LLC$7.8M9272026-06-30
Flagship Wealth Advisors, LLC$7.7M92026-06-30
Wealthfront Advisers LLC$7.6M402026-06-30
Cerity Partners LLC$7.5M7772026-06-30
Parkway Wealth Management Group, LLC$7.5M182026-06-30
Florida Financial Advisors, LLC$7.4M8572026-06-30
Jump Financial, LLC$7.3M02026-06-30
Endeavor Private Wealth, Inc.$7.1M122026-06-30
Zhang Financial LLC$7.1M202026-06-30
Ma Private Wealth$6.9M52026-06-30
Diversified Trust Co$6.7M02026-06-30
Calton & Associates, Inc.$6.7M1402026-06-30
Fiduciary Advisors, Inc.$6.5M32026-06-30
Mariner, LLC$6.5M02026-06-30
Coldstream Capital Management Inc$6.4M1362026-06-30
Spartan Wealth Advisory Services LLC$6.4M212026-06-30
Crews Bank & Trust$6.3M02026-06-30
Goldman Sachs Group Inc$6.2M02026-06-30
Retirement Capital Strategies, Inc.$6.1M22026-06-30
Sanctuary Advisors, LLC$6M4012026-06-30
Citadel Advisors LLC$5.6M02026-06-30
Hightower Advisors, LLC$5.6M1,0462026-06-30
Stokes Family Office LLC$5.5M122026-06-30
Quantinno Capital Management LP$5.2M02026-06-30
Ae Wealth Management LLC$5.1M4712026-06-30
Aqr Capital Management LLC$5.1M12026-06-30
Exchange Traded Concepts, LLC$5.1M02026-06-30
Prime Capital Financial$4.9M2652026-06-30
Sovran Advisors, LLC$4.8M702026-06-30
&partners$4.8M5552026-06-30
Bluespring Wealth Management, LLC$4.7M502026-06-30
Harbour Investments, Inc.$4.5M2472026-06-30
Kennon Financial$4.4M12026-06-30
McClarren Financial Advisors, Inc.$4.3M82026-06-30
Cresset Asset Management, LLC$4.3M2122026-06-30
Russell Investments Group, Ltd.$4.3M02026-06-30
1900 Wealth$4.1M182026-06-30
Atria Investments, Inc$4.1M62026-06-30
Cornerstone Financial Management LLC$4M42026-06-30
Alliancebernstein LP$4M5172026-06-30
Certified Advisory Corp$3.9M172026-06-30
Topsail Wealth Management, LLC$3.8M42026-06-30
Montag$3.8M92026-06-30
Stonex Group Inc.$3.8M02026-06-30
Hf Advisory Group, LLC$3.7M22026-06-30
Independent Wealth Advisors LLC$3.7M42026-06-30
Valmark Advisers, Inc.$3.6M2952026-06-30
Franklin Resources Inc$3.6M02026-06-30
Parallel Advisors, LLC$3.5M752026-06-30
Brand Asset Management Group, Inc.$3.3M152026-06-30
Tocqueville Asset Management LP$3.3M322026-06-30
Concurrent Investment Advisors, LLC$3.3M3492026-06-30
Systelligence, LLC$3.3M32026-06-30
Leo Wealth, LLC$3.3M152026-03-31
Clear Creek Financial Management, LLC$3.3M442026-06-30
James J. Burns & Company, LLC$3.2M62026-06-30
Hilltop Wealth Advisors, LLC$3.2M112026-06-30
Guidance Capital, Inc.$3.1M82026-06-30
Sfm, LLC$3M62026-06-30
Lido Advisors, LLC$3M3202026-06-30
Riverfront Investment Group, LLC$3M302026-06-30
Steward Partners Investment Advisory, LLC$2.9M4812026-06-30
Choreo, LLC$2.8M1482026-06-30
Heartwood Wealth Advisors LLC$2.8M02026-06-30
Financial Freedom$2.7M32026-06-30
R2 Wealth Management Partners$2.7M32026-06-30
US Bancorp$2.6M02026-06-30
Apexium Financial, LP$2.6M02025-09-30
Stifel Financial Corp$2.6M02026-06-30
Corecap Advisors, LLC$2.6M1182026-06-30
Hardy Reed LLC$2.6M132026-06-30
Fortress Financial Solutions, LLC$2.5M82026-03-31
United Capital Financial Advisors, LLC$2.5M1662026-06-30
Vise Technologies, Inc.$2.4M02026-06-30
Eagle Strategies LLC$2.4M2,4962026-06-30
Brooklyn Fi, LLC$2.4M152026-06-30
Fort Sheridan Advisors LLC$2.4M82026-06-30
Vanguard Group Inc$2.4M02025-12-31
Nations Financial Group Inc, /ia/ /adv$2.3M02026-06-30
Legacy Advisory Services, LLC$2.3M32026-06-30
Wesbanco Investment Department$2.3M12026-06-30
Buttonwood Financial Advisors, Inc.$2.3M52026-06-30
Salem Investment Counselors Inc$2.2M132026-06-30
Linscomb Wealth, Inc.$2.2M212026-06-30
Great Valley Advisor Group, LLC$2.2M2052026-06-30
Mercer Global Advisors Inc /adv$2.1M02026-06-30
Park Place Capital Corp$2.1M72026-06-30
Ifp Advisors, Inc$2.1M3182026-06-30
Renaissance Technologies LLC$2M02026-06-30
Level Four Advisory Services$2M1412026-06-30
Bawa N Mallick Trust$1.9M02026-06-30
Royal Fund Management, LLC$1.9M832026-06-30
Sheridan Capital Management, LLC$1.9M12026-06-30
World Investment Advisors$1.9M3592026-06-30
3chopt Investment Partners, LLC$1.8M72026-06-30
Simon Quick Advisors, LLC$1.8M402026-06-30
Geowealth Management, LLC$1.8M02026-06-30
Vanguard National Trust Co$1.8M02026-06-30
Silvia McColl Wealth Management, LLC$1.7M22026-06-30
Claro Advisors Inc.$1.7M202026-06-30
Old National Bancorp /in$1.7M02026-06-30
Mjp Associates Inc /adv$1.7M122026-06-30
Advisor Os, LLC$1.7M22026-06-30
Pinnacle Financial Partners, Inc.$1.7M02026-06-30
Archford Capital Strategies, LLC$1.7M162026-06-30
Security Financial Services, Inc.$1.7M102026-06-30
Tempus Wealth Planning, LLC$1.6M102026-06-30
Independent Financial Group, LLC$1.6M4812026-06-30
Indivisible Partners$1.6M342026-06-30
Bip Wealth, LLC$1.6M622026-06-30
Mpwm Advisory Solutions, LLC$1.6M152026-06-30
D.A. Davidson & Co.$1.5M6892026-06-30
Xtx Topco Ltd$1.5M02026-06-30
Cassaday & Co Wealth Management LLC$1.5M472026-06-30
Trufp$1.5M42026-06-30
Integrated Wealth Concepts LLC$1.5M4802026-06-30
Flavin Financial Services, Inc.$1.4M52026-06-30
Mather Group, Llc.$1.4M1102026-06-30
Allworth Financial, LP$1.4M3172026-06-30
Valley National Advisers Inc$1.4M142026-06-30
Breakwater Investment Management$1.3M32026-06-30
Kestra Private Wealth Services, LLC$1.3M2062026-06-30
Venturi Wealth Management, LLC$1.3M202026-06-30
Arax Advisory Partners$1.3M2322026-06-30
Longview Wealth Management$1.3M02026-06-30
Harbor Asset Planning, Inc.$1.3M22026-06-30
Midatlantic Capital Management, Inc.$1.3M22026-06-30
Lanark Financial, Inc.$1.3M692026-06-30
Avestar Capital, LLC$1.3M132026-06-30
Main Street Financial Solutions, LLC$1.3M412026-06-30
Regions Financial Corp$1.2M02026-06-30
Amg National Trust Bank$1.2M02026-06-30
Compass Financial Management LLC$1.2M462026-06-30
Laird Norton Wetherby Trust Company, LLC$1.2M02026-06-30
Silver Oak Securities, Incorporated$1.2M1172026-06-30
Atlantic Union Bankshares Corp$1.2M02026-06-30
Qrg Capital Management, Inc.$1.2M22026-06-30
Pathstone Holdings, LLC$1.1M02026-06-30
Smartleaf Asset Management LLC$1.1M92026-06-30
Corient Private Wealth LP$1.1M6742026-06-30
Beaumont Financial Advisors, LLC$1.1M162026-06-30
Wescott Financial Advisory Group, LLC$1.1M232026-06-30
Merit Financial Group, LLC$1.1M2952026-06-30
Freestone Capital Holdings, LLC$1.1M662026-06-30
Cwm, LLC$1.1M6672026-03-31
Summit Trail Advisors, LLC$1M272026-06-30
Checchi Capital Advisers, LLC$1M82026-06-30
West Financial Advisors, LLC$992.5K72026-06-30
Keystone Financial Group$989.8K342026-06-30
Private Trust Co NA$984.9K02026-06-30
Iht Wealth Management LLC$971.4K1592026-06-30
Parsons Capital Management Inc/ri$964.5K142026-06-30
Ark & Tlk Investments, LLC$964.5K92026-06-30
Financial Partners Group, Inc$962.9K92026-06-30
Truewealth Advisors, LLC$962.7K142026-06-30
Mission Wealth Management, LP$955.8K1382026-06-30
Hrc Wealth Management, LLC$938K72026-06-30
Vanguard Advisers Inc$924.7K2,4692026-06-30
Storyone Family Office$923.5K42026-06-30
Global Retirement Partners LLC$917.4K4912026-06-30
Summit Financial, LLC$905.7K2292026-06-30
Prospect Financial Group LLC$896.4K22026-06-30
Snowden Capital Advisors LLC$893.4K1222026-06-30
Pfg Advisors$891.3K832026-06-30
Hbw Advisory Services LLC$888.4K682026-06-30
Sheets Smith Wealth Management$875.6K102026-06-30
Riverchase Wealth Management, LLC$874.2K32026-06-30
Uptick Partners, LLC$868K172026-06-30
Diversify Advisory Services, LLC$864.9K1162026-06-30
Diversify Wealth Management, LLC$864.9K782026-06-30
Strategies Wealth Advisors, LLC$864.7K182026-06-30

The 250 largest of 549 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30