Game Plan Financial Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Game Plan Financial Advisors’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	$35.6K	Hold	130	–	–	0.01%	157
2026 Q1	$30.7K	Hold	130	–	–	0.01%	153
2025 Q4	$32.7K	Hold	130	–	–	0.01%	152
2025 Q3	$31.7K	Hold	130	–	–	0.01%	164
2025 Q2	$29.2K	Hold	130	–	–	0.01%	166
2025 Q1	$26.2K	Hold	130	–	–	0.01%	165
2024 Q4	$27.7K	Hold	130	–	–	0.01%	161
2024 Q3	$26.9K	Hold	130	–	–	0.01%	169
2024 Q2	$25.6K	Hold	130	–	–	0.01%	174
2024 Q1	$24.3K	Hold	130	–	–	0.01%	191
2023 Q4	$22K	Buy	+130	New	+$20.7K	0.01%	193

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Game Plan Financial Advisors's MGC Position: Q2 2026 in Review

Game Plan Financial Advisors held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 130 shares worth $35.6K. The position accounts for 0.01% of the portfolio, ranked #157.

Game Plan Financial Advisors first reported a position in MGC in Q4 2023 and has held it in 11 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Game Plan Financial Advisors held 130 shares of Vanguard Morningstar Mega Cap ETF worth $35.6K as of Q2 2026.
Game Plan Financial Advisors left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Game Plan Financial Advisors's portfolio in Q2 2026, its #157 holding.
Game Plan Financial Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and has held it in 11 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.