Action Point Financial Planning’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Action Point Financial Planning’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 Q2	$86.3K	Buy	+315	New	+$83.7K	0.01%	647

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Action Point Financial Planning's MGC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026: 315 shares worth $86.3K. The stake represents 0.01% of the portfolio and ranks #647 among its holdings.

528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Action Point Financial Planning held 315 shares of Vanguard Morningstar Mega Cap ETF worth $86.3K as of Q2 2026.
Vanguard Morningstar Mega Cap ETF was a new Action Point Financial Planning position in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #647 holding.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.