Center for Financial Planning’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Center for 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	$53.4K	Hold	195	–	–	0.01%	310
2026 Q1	$46.1K	Hold	195	–	–	﹤0.01%	315
2025 Q4	$49K	Hold	195	–	–	0.01%	299
2025 Q3	$47.6K	Hold	195	–	–	0.01%	311
2025 Q2	$43.9K	Hold	195	–	–	0.01%	310
2025 Q1	$39.3K	Hold	195	–	–	0.01%	303
2024 Q4	$41.5K	Hold	195	–	–	0.01%	287
2024 Q3	$40.3K	Hold	195	–	–	0.01%	277
2024 Q2	$38.5K	Hold	195	–	–	0.01%	267
2024 Q1	$36.4K	Hold	195	–	–	0.01%	274
2023 Q4	$33K	Hold	195	–	–	0.01%	265
2023 Q3	$29.6K	Hold	195	–	–	0.01%	266
2023 Q2	$30.5K	Buy	+195	New	+$28.8K	0.01%	281

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Center for Financial Planning's MGC Position: Q2 2026 in Review

Center for Financial Planning held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 195 shares worth $53.4K. The position accounts for 0.01% of the portfolio, ranked #310.

Center for Financial Planning first reported a position in MGC in Q2 2023 and has held it in 13 quarters since. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Center for Financial Planning held 195 shares of Vanguard Morningstar Mega Cap ETF worth $53.4K as of Q2 2026.
Center for Financial Planning left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #310 holding.
Center for Financial Planning first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2023 and has held it in 13 quarters since.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.