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

Holistic 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 		$868K Sell
3,172
-138
-4% -$36.7K 0.14% 143
2026
Q1 		$782K Buy
3,310
+1,034
+45% +$257K 0.16% 126
2025
Q4 		$572K Buy
+2,276
New +$566K 0.12% 148

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

Holistic Planning's MGC Position: Q2 2026 in Review

Holistic Planning reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 4.2% in Q2 2026, selling an estimated $36.7K and leaving 3,172 shares worth $868K. The position accounts for 0.14% of the portfolio, ranked #143.

Holistic Planning first reported a position in MGC in Q4 2025 and has held it in 3 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Holistic Planning held 3,172 shares of Vanguard Morningstar Mega Cap ETF worth $868K as of Q2 2026.
  • Holistic Planning sold 138 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $36.7K.
  • Vanguard Morningstar Mega Cap ETF made up 0.14% of Holistic Planning's portfolio in Q2 2026, its #143 holding.
  • Holistic Planning first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.