Superior Planning, LLC’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Superior Planning, LLC’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 Q3	$49.4K	Buy	+175	New	+$48.8K	0.02%	385

Other funds holding MGC

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Summit Wealth & Retirement Planning San Ramon, California $493M AUM 17.07% 1-Year Est. Return

Superior Planning, LLC's MGC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2026: 175 shares worth $49.4K. The stake represents 0.02% of the portfolio and ranks #385 among its holdings.

398 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

Superior Planning, LLC held 175 shares of Vanguard Morningstar Mega Cap ETF worth $49.4K as of Q3 2026.
Vanguard Morningstar Mega Cap ETF was a new Superior Planning, LLC position in Q3 2026.
Vanguard Morningstar Mega Cap ETF made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #385 holding.
398 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.