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

PDS 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 		$422K Buy
1,543
+2
+0.1% +$531 0.02% 327
2026
Q1 		$364K Buy
1,541
+3
+0.2% +$744 0.02% 346
2025
Q4 		$386K Buy
1,538
+9
+0.6% +$2.24K 0.03% 312
2025
Q3 		$373K Buy
1,529
+3
+0.2% +$702 0.03% 314
2025
Q2 		$343K Hold
1,526
– – 0.03% 320
2025
Q1 		$307K Buy
1,526
+3
+0.2% +$639 0.03% 316
2024
Q4 		$324K Buy
1,523
+19
+1% +$4.04K 0.03% 276
2024
Q3 		$311K Buy
1,504
+78
+5% +$15.6K 0.03% 285
2024
Q2 		$281K Buy
1,426
+12
+0.8% +$2.26K 0.03% 272
2024
Q1 		$264K Sell
1,414
-162
-10% -$28.9K 0.03% 288
2023
Q4 		$267K Buy
1,576
+2
+0.1% +$318 0.03% 256
2023
Q3 		$239K Buy
1,574
+97
+7% +$15.3K 0.03% 253
2023
Q2 		$231K Buy
1,477
+1
+0.1% +$148 0.03% 264
2023
Q1 		$211K Buy
+1,476
New +$204K 0.03% 259
2022
Q3 		– Sell
-1,528
Closed -$201K – 222
2022
Q2 		$201K Buy
1,528
+254
+20% +$36.4K 0.04% 190
2022
Q1 		$203K Buy
1,274
+48
+4% +$7.53K 0.04% 210
2021
Q4 		$206K Buy
+1,226
New +$200K 0.04% 192

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

PDS Planning's MGC Position: Q2 2026 in Review

PDS Planning increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.13% in Q2 2026, buying an estimated $531 and bringing the position to 1,543 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #327.

PDS Planning first reported a position in MGC in Q4 2021 and has held it in 17 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • PDS Planning held 1,543 shares of Vanguard Morningstar Mega Cap ETF worth $422K as of Q2 2026.
  • PDS Planning bought 2 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $531.
  • Vanguard Morningstar Mega Cap ETF made up 0.02% of PDS Planning's portfolio in Q2 2026, its #327 holding.
  • PDS Planning first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.