Creative Planning
MGC icon

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

Creative 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 		$18.4M Sell
67,382
-653
-1% -$173K 0.01% 548
2026
Q1 		$16.1M Buy
68,035
+612
+0.9% +$152K 0.01% 517
2025
Q4 		$16.9M Sell
67,423
-5,781
-8% -$1.44M 0.01% 433
2025
Q3 		$17.9M Buy
73,204
+1,992
+3% +$466K 0.01% 390
2025
Q2 		$16M Sell
71,212
-8,158
-10% -$1.69M 0.01% 389
2025
Q1 		$16M Buy
79,370
+7,252
+10% +$1.54M 0.02% 367
2024
Q4 		$15.3M Buy
72,118
+9,085
+14% +$1.93M 0.01% 345
2024
Q3 		$13M Buy
63,033
+387
+0.6% +$77.2K 0.01% 366
2024
Q2 		$12.4M Buy
62,646
+88
+0.1% +$16.6K 0.01% 361
2024
Q1 		$11.7M Sell
62,558
-499
-0.8% -$89K 0.01% 371
2023
Q4 		$10.7M Sell
63,057
-3,268
-5% -$520K 0.02% 366
2023
Q3 		$10.1M Sell
66,325
-342
-0.5% -$53.9K 0.01% 352
2023
Q2 		$10.4M Buy
66,667
+675
+1% +$99.8K 0.01% 342
2023
Q1 		$9.45M Buy
65,992
+583
+0.9% +$80.7K 0.01% 353
2022
Q4 		$8.66M Sell
65,409
-659
-1% -$88K 0.01% 363
2022
Q3 		$8.25M Sell
66,068
-2,102
-3% -$292K 0.01% 337
2022
Q2 		$8.99M Buy
68,170
+14,759
+28% +$2.11M 0.01% 336
2022
Q1 		$8.49M Buy
53,411
+22,086
+71% +$3.47M 0.01% 347
2021
Q4 		$5.26M Buy
31,325
+26
+0.1% +$4.24K 0.01% 408
2021
Q3 		$4.77M Buy
31,299
+51
+0.2% +$8.01K 0.01% 419
2021
Q2 		$4.76M Sell
31,248
-81,350
-72% -$12M 0.01% 421
2021
Q1 		$15.8M Buy
112,598
+277
+0.2% +$38K 0.03% 205
2020
Q4 		$15M Buy
112,321
+612
+0.5% +$77.4K 0.03% 198
2020
Q3 		$13.4M Buy
111,709
+490
+0.4% +$57.8K 0.04% 178
2020
Q2 		$12.2M Buy
111,219
+1,040
+0.9% +$108K 0.04% 172
2020
Q1 		$10M Buy
110,179
+69,423
+170% +$7.4M 0.04% 171
2019
Q4 		$4.55M Sell
40,756
-5,791
-12% -$618K 0.01% 313
2019
Q3 		$4.8M Buy
46,547
+812
+2% +$83.1K 0.02% 294
2019
Q2 		$4.63M Sell
45,735
-452
-1% -$45K 0.02% 304
2019
Q1 		$4.51M Buy
46,187
+151
+0.3% +$14.2K 0.02% 292
2018
Q4 		$4M Buy
46,036
+155
+0.3% +$14.5K 0.02% 286
2018
Q3 		$4.61M Buy
45,881
+189
+0.4% +$18.6K 0.02% 287
2018
Q2 		$4.27M Buy
45,692
+12
+0% +$1.12K 0.02% 292
2018
Q1 		$4.14M Buy
45,680
+840
+2% +$79K 0.02% 294
2017
Q4 		$4.12M Buy
44,840
+121
+0.3% +$10.8K 0.02% 284
2017
Q3 		$3.86M Sell
44,719
-7,453
-14% -$631K 0.02% 289
2017
Q2 		$4.33M Buy
52,172
+4,360
+9% +$358K 0.02% 249
2017
Q1 		$3.86M Sell
47,812
-112
-0.2% -$8.9K 0.02% 267
2016
Q4 		$3.66M Sell
47,924
-560
-1% -$41.8K 0.02% 265
2016
Q3 		$3.58M Sell
48,484
-130
-0.3% -$9.59K 0.02% 250
2016
Q2 		$3.48M Sell
48,614
-269
-0.6% -$19.1K 0.03% 220
2016
Q1 		$3.43M Sell
48,883
-181
-0.4% -$12.1K 0.03% 207
2015
Q4 		$3.42M Buy
49,064
+19,013
+63% +$1.33M 0.03% 221
2015
Q3 		$1.96M Sell
30,051
-742
-2% -$51.3K 0.02% 302
2015
Q2 		$2.17M Sell
30,793
-66
-0.2% -$4.73K 0.02% 277
2015
Q1 		$2.17M Buy
30,859
+5,380
+21% +$379K 0.02% 267
2014
Q4 		$1.79M Sell
25,479
-1,218
-5% -$83.8K 0.02% 296
2014
Q3 		$1.8M Sell
26,697
-175
-0.7% -$11.8K 0.02% 263
2014
Q2 		$1.8M Sell
26,872
-152
-0.6% -$9.88K 0.02% 248
2014
Q1 		$1.73M Sell
27,024
-2,100
-7% -$132K 0.03% 226
2013
Q4 		$1.84M Buy
29,124
+675
+2% +$40.9K 0.03% 195
2013
Q3 		$1.63M Buy
28,449
+225
+0.8% +$12.9K 0.03% 179
2013
Q2 		$1.54M Buy
+28,224
New +$1.55M 0.04% 169

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 $1.55T 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 Planning's MGC Position: Q2 2026 in Review

Creative Planning reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.96% in Q2 2026, selling an estimated $173K and leaving 67,382 shares worth $18.4M. The position accounts for 0.01% of the portfolio, ranked #548.

Creative Planning first reported a position in MGC in Q2 2013 and has held it in 53 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Creative Planning held 67,382 shares of Vanguard Morningstar Mega Cap ETF worth $18.4M as of Q2 2026.
  • Creative Planning sold 653 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $173K.
  • Vanguard Morningstar Mega Cap ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #548 holding.
  • Creative Planning first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.