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Holistic Planning’s Vanguard Mega Cap 300 Index 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
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 $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

Holistic Planning's MGC Position: Q1 2026 in Review

Holistic Planning increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 45% in Q1 2026, buying an estimated $257K and bringing the position to 3,310 shares worth $782K. The position accounts for 0.16% of the portfolio, ranked #126.

Holistic Planning first reported a position in MGC in Q4 2025 and has held it in 2 quarters since. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Holistic Planning held 3,310 shares of Vanguard Mega Cap 300 Index ETF worth $782K as of Q1 2026.
  • Holistic Planning bought 1,034 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $257K.
  • Vanguard Mega Cap 300 Index ETF made up 0.16% of Holistic Planning's portfolio in Q1 2026, its #126 holding.
  • Holistic Planning first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.