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

Panoramic Investment 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	$284K	Hold	1,200	–	–	0.15%	104
2025 Q4	$301K	Hold	1,200	–	–	0.16%	95
2025 Q3	$293K	Hold	1,200	–	–	0.16%	94
2025 Q2	$270K	Sell	1,200 -150	-11%	-$31K	0.17%	98
2025 Q1	$272K	Hold	1,350	–	–	0.18%	93
2024 Q4	$287K	Hold	1,350	–	–	0.19%	92
2024 Q3	$279K	Buy	+1,350	New	+$269K	0.19%	93
2024 Q1	$262K	Sell	1,400 -100	-7%	-$17.8K	0.19%	95
2023 Q4	$254K	Hold	1,500	–	–	0.22%	91
2023 Q3	$228K	Buy	+1,500	New	+$236K	0.21%	90
2022 Q4	$232K	Buy	+1,750	New	+$234K	0.24%	84

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

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

Panoramic Investment Advisors held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q1 2026 at 1,200 shares worth $284K. The position accounts for 0.15% of the portfolio, ranked #104.

Panoramic Investment Advisors first reported a position in MGC in Q4 2022 and has held it in 11 quarters since. The position peaked at $301K in Q4 2025. 506 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Panoramic Investment Advisors held 1,200 shares of Vanguard Morningstar Mega Cap ETF worth $284K as of Q1 2026.
Panoramic Investment Advisors left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mega Cap ETF made up 0.15% of Panoramic Investment Advisors's portfolio in Q1 2026, its #104 holding.
Panoramic Investment Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $301K in Q4 2025.
506 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.