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Cornerstone Planning Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Cornerstone Planning 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
2025
Q4 		– Sell
-100
Closed -$13.7K – 1795
2025
Q3 		$13.7K Buy
+100
New +$23.4K ﹤0.01% 684
2023
Q3 		– Sell
-193
Closed -$30.2K – 1269
2023
Q2 		$30.2K Buy
+193
New +$28.5K 0.01% 337
2022
Q4 		$25.9K Buy
+193
New +$25.8K 0.01% 377

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Planning Group's MGC Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2025, closing a stake of 100 shares — an estimated $13.7K sold.

Cornerstone Planning Group first reported a position in MGC in Q4 2022 and held it in 3 quarters. The position peaked at $30.2K in Q2 2023. 525 funds tracked by Wall St. Rank hold MGC as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 100 Vanguard Morningstar Mega Cap ETF shares in Q4 2025, an estimated $13.7K.
  • Cornerstone Planning Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2022 and held it in 3 quarters.
  • Cornerstone Planning Group's Vanguard Morningstar Mega Cap ETF position peaked at $30.2K in Q2 2023.
  • 525 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.