Clear Creek Financial Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Clear Creek Financial Management’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	$3.27M	Buy	11,946 +6,591	+123%	+$1.75M	0.21%	115
2026 Q1	$1.27M	Sell	5,355 -13,901	-72%	-$3.45M	0.1%	221
2025 Q4	$4.84M	Buy	19,256 +3,708	+24%	+$922K	0.39%	56
2025 Q3	$3.8M	Buy	15,548 +4,146	+36%	+$970K	0.33%	63
2025 Q2	$2.56M	Buy	11,402 +126	+1%	+$26.1K	0.24%	94
2025 Q1	$2.27M	Buy	11,276 +713	+7%	+$152K	0.24%	90
2024 Q4	$2.25M	Sell	10,563 -1,979	-16%	-$421K	0.24%	92
2024 Q3	$2.59M	Sell	12,542 -14	-0.1%	-$2.79K	0.29%	79
2024 Q2	$2.48M	Buy	12,556 +109	+0.9%	+$20.5K	0.3%	74
2024 Q1	$2.33M	Sell	12,447 -6,572	-35%	-$1.17M	0.3%	74
2023 Q4	$3.22M	Buy	19,019 +1	+0%	+$159	0.51%	39
2023 Q3	$2.89M	Sell	19,018 -70	-0.4%	-$11K	0.51%	42
2023 Q2	$2.99M	Buy	19,088 +972	+5%	+$144K	0.52%	44
2023 Q1	$2.59M	Sell	18,116 -45	-0.2%	-$6.23K	0.49%	49
2022 Q4	$2.4M	Buy	18,161 +4,866	+37%	+$650K	0.53%	48
2022 Q3	$1.66M	Buy	13,295 +5,764	+77%	+$800K	0.37%	56
2022 Q2	$993K	Buy	7,531 +397	+6%	+$56.8K	0.21%	89
2022 Q1	$1.14M	Sell	7,134 -189	-3%	-$29.7K	0.18%	115
2021 Q4	$1.23M	Sell	7,323 -9	-0.1%	-$1.47K	0.19%	106
2021 Q3	$1.12M	Hold	7,332	–	–	0.18%	123
2021 Q2	$1.12M	Buy	+7,332	New	+$1.08M	0.17%	124
2021 Q1	–	Sell	-7,325	Closed	-$977K	–	178
2020 Q4	$977K	Buy	+7,325	New	+$926K	0.19%	121
2020 Q2	–	Sell	-2,926	Closed	-$303K	–	265
2020 Q1	$303K	Buy	+2,926	New	+$312K	0.12%	114

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

Clear Creek Financial Management's MGC Position: Q2 2026 in Review

Clear Creek Financial Management increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 123% in Q2 2026, buying an estimated $1.75M and bringing the position to 11,946 shares worth $3.27M. The position accounts for 0.21% of the portfolio, ranked #115.

Clear Creek Financial Management first reported a position in MGC in Q1 2020 and has held it in 23 quarters since. The position peaked at $4.84M in Q4 2025. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Clear Creek Financial Management held 11,946 shares of Vanguard Morningstar Mega Cap ETF worth $3.27M as of Q2 2026.
Clear Creek Financial Management bought 6,591 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $1.75M.
Vanguard Morningstar Mega Cap ETF made up 0.21% of Clear Creek Financial Management's portfolio in Q2 2026, its #115 holding.
Clear Creek Financial Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2020 and has held it in 23 quarters since.
Clear Creek Financial Management's Vanguard Morningstar Mega Cap ETF position peaked at $4.84M in Q4 2025.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.