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Investment Planning Advisors’s Vanguard Mega Cap 300 Index 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
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 $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 $2.74B AUM 26.51% 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

Investment Planning Advisors's MGC Position: Q1 2026 in Review

Investment Planning Advisors increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 12% in Q1 2026, buying an estimated $3.9M and bringing the position to 151,958 shares worth $35.9M. The position accounts for 9.89% of the portfolio, ranked #2.

Investment Planning Advisors first reported a position in MGC in Q3 2025 and has held it in 3 quarters since. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Investment Planning Advisors held 151,958 shares of Vanguard Mega Cap 300 Index ETF worth $35.9M as of Q1 2026.
  • Investment Planning Advisors bought 15,704 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $3.9M.
  • Vanguard Mega Cap 300 Index ETF made up 9.89% of Investment Planning Advisors's portfolio in Q1 2026, its #2 holding.
  • Investment Planning Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Investment Planning Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.