IPA
MGC icon

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

Investment Planning 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 		$1.52M Sell
5,558
-146,400
-96% -$38.9M 0.35% 31
2026
Q1 		$35.9M Buy
151,958
+15,704
+12% +$3.9M 9.89% 2
2025
Q4 		$34.2M Sell
136,254
-611
-0.4% -$152K 9.96% 2
2025
Q3 		$33.4M Buy
+136,865
New +$32M 10.51% 3

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

Investment Planning Advisors's MGC Position: Q2 2026 in Review

Investment Planning Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 96% in Q2 2026, selling an estimated $38.9M and leaving 5,558 shares worth $1.52M. The position accounts for 0.35% of the portfolio, ranked #31.

Investment Planning Advisors first reported a position in MGC in Q3 2025 and has held it in 4 quarters since. The position peaked at $35.9M in Q1 2026. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Investment Planning Advisors held 5,558 shares of Vanguard Morningstar Mega Cap ETF worth $1.52M as of Q2 2026.
  • Investment Planning Advisors sold 146,400 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $38.9M.
  • Vanguard Morningstar Mega Cap ETF made up 0.35% of Investment Planning Advisors's portfolio in Q2 2026, its #31 holding.
  • Investment Planning Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Investment Planning Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $35.9M in Q1 2026.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.