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

Harbor Asset 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	$1.3M	Buy	4,758 +9	+0.2%	+$2.39K	0.98%	32
2026 Q1	$1.12M	Buy	4,749 +15	+0.3%	+$3.72K	0.94%	33
2025 Q4	$1.19M	Buy	4,734 +24	+0.5%	+$5.97K	1.02%	28
2025 Q3	$1.15M	Sell	4,710 -73	-2%	-$17.1K	1.03%	28
2025 Q2	$1.08M	Buy	+4,783	New	+$990K	1.03%	28

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

Harbor Asset Planning's MGC Position: Q2 2026 in Review

Harbor Asset Planning increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.19% in Q2 2026, buying an estimated $2.39K and bringing the position to 4,758 shares worth $1.3M. The position accounts for 0.98% of the portfolio, ranked #32.

Harbor Asset Planning first reported a position in MGC in Q2 2025 and has held it in 5 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Harbor Asset Planning held 4,758 shares of Vanguard Morningstar Mega Cap ETF worth $1.3M as of Q2 2026.
Harbor Asset Planning bought 9 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $2.39K.
Vanguard Morningstar Mega Cap ETF made up 0.98% of Harbor Asset Planning's portfolio in Q2 2026, its #32 holding.
Harbor Asset Planning first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2025 and has held it in 5 quarters since.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.