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Creative Financial Designs’s Vanguard Mega Cap 300 Index 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
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 $374B AUM 17.66% 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 $11.8B AUM 9.48% 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 $2.44B AUM 23.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Creative Financial Designs's MGC Position: Q1 2026 in Review

Creative Financial Designs reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 5.2% in Q1 2026, selling an estimated $2.98K and leaving 217 shares worth $51.3K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Creative Financial Designs first reported a position in MGC in Q1 2021 and has held it in 21 quarters since. The position peaked at $291K in Q4 2024. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Creative Financial Designs held 217 shares of Vanguard Mega Cap 300 Index ETF worth $51.3K as of Q1 2026.
  • Creative Financial Designs sold 12 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $2.98K.
  • Vanguard Mega Cap 300 Index ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #889 holding.
  • Creative Financial Designs first reported a position in Vanguard Mega Cap 300 Index ETF in Q1 2021 and has held it in 21 quarters since.
  • Creative Financial Designs's Vanguard Mega Cap 300 Index ETF position peaked at $291K in Q4 2024.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.