Buttonwood Financial Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Buttonwood Financial Group’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 Q1	–	Sell	-15,800	Closed	-$4.02M	–	34
2025 Q4	$4.02M	Sell	15,800 -3,866	-20%	-$961K	2.14%	13
2025 Q3	$4.82M	Sell	19,666 -37,907	-66%	-$8.87M	2.08%	13
2025 Q2	$13M	Buy	57,573 +10,730	+23%	+$2.22M	6.59%	7
2025 Q1	$8.89M	Buy	46,843 +28,976	+162%	+$6.17M	5.21%	7
2024 Q4	$3.94M	Sell	17,867 -107	-0.6%	-$22.7K	2.18%	11
2024 Q3	$3.71M	Sell	17,974 -1,051	-6%	-$210K	2.23%	10
2024 Q2	$3.77M	Sell	19,025 -233	-1%	-$43.8K	2.15%	12
2024 Q1	$3.6M	Sell	19,258 -23,280	-55%	-$4.15M	2.13%	13
2023 Q4	$7.2M	Buy	42,538 +2,383	+6%	+$379K	5.24%	7
2023 Q3	$5.99M	Buy	+40,155	New	+$6.32M	4.37%	10

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

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

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

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

Buttonwood Financial Group's MGC Position: Q1 2026 in Review

Buttonwood Financial Group sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2026, closing a stake of 15,800 shares — an estimated $4.02M sold.

Buttonwood Financial Group first reported a position in MGC in Q3 2023 and held it in 10 quarters. The position peaked at $13M in Q2 2025. 507 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Buttonwood Financial Group reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2026 after selling out during the quarter.
Buttonwood Financial Group sold 15,800 Vanguard Morningstar Mega Cap ETF shares in Q1 2026, an estimated $4.02M.
Buttonwood Financial Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2023 and held it in 10 quarters.
Buttonwood Financial Group's Vanguard Morningstar Mega Cap ETF position peaked at $13M in Q2 2025.
507 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on Buttonwood Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.