CFD
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Creative Financial Designs’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Creative Financial Designs’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 		$59.4K Hold
217
– – ﹤0.01% 958
2026
Q1 		$51.3K Sell
217
-12
-5% -$2.98K ﹤0.01% 889
2025
Q4 		$57.5K Buy
229
+4
+2% +$994 ﹤0.01% 821
2025
Q3 		$54.9K Sell
225
-635
-74% -$149K ﹤0.01% 820
2025
Q2 		$193K Sell
860
-200
-19% -$41.4K 0.01% 488
2025
Q1 		$213K Sell
1,060
-309
-23% -$65.8K 0.02% 423
2024
Q4 		$291K Buy
1,369
+14
+1% +$2.98K 0.02% 369
2024
Q3 		$280K Buy
1,355
+27
+2% +$5.39K 0.02% 381
2024
Q2 		$262K Buy
1,328
+177
+15% +$33.3K 0.02% 377
2024
Q1 		$215K Buy
1,151
+31
+3% +$5.53K 0.02% 404
2023
Q4 		$190K Sell
1,120
-85
-7% -$13.5K 0.02% 395
2023
Q3 		$183K Buy
1,205
+163
+16% +$25.7K 0.02% 350
2023
Q2 		$163K Buy
1,042
+30
+3% +$4.43K 0.02% 381
2023
Q1 		$145K Hold
1,012
– – 0.02% 391
2022
Q4 		$134K Sell
1,012
-129
-11% -$17.2K 0.02% 396
2022
Q3 		$142K Buy
1,141
+170
+18% +$23.6K 0.02% 359
2022
Q2 		$128K Buy
971
+2
+0.2% +$286 0.02% 382
2022
Q1 		$154K Buy
969
+53
+6% +$8.32K 0.02% 357
2021
Q4 		$154K Sell
916
-21
-2% -$3.42K 0.02% 354
2021
Q3 		$143K Buy
937
+70
+8% +$11K 0.02% 378
2021
Q2 		$132K Buy
867
+797
+1,139% +$118K 0.02% 391
2021
Q1 		$10K Buy
+70
New +$9.59K ﹤0.01% 936

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Creative Financial Designs's MGC Position: Q2 2026 in Review

Creative Financial Designs held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 217 shares worth $59.4K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Creative Financial Designs first reported a position in MGC in Q1 2021 and has held it in 22 quarters since. The position peaked at $291K in Q4 2024. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Creative Financial Designs held 217 shares of Vanguard Morningstar Mega Cap ETF worth $59.4K as of Q2 2026.
  • Creative Financial Designs left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #958 holding.
  • Creative Financial Designs first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Creative Financial Designs's Vanguard Morningstar Mega Cap ETF position peaked at $291K in Q4 2024.
  • 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.