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Plante Moran Financial Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Plante Moran Financial 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 		$475K Sell
1,736
-66
-4% -$17.5K 0.02% 98
2026
Q1 		$426K Buy
1,802
+304
+20% +$75.4K 0.03% 100
2025
Q4 		$376K Hold
1,498
– – 0.02% 112
2025
Q3 		$366K Hold
1,498
– – 0.02% 114
2025
Q2 		$337K Hold
1,498
– – 0.02% 111
2025
Q1 		$302K Hold
1,498
– – 0.03% 121
2024
Q4 		$319K Buy
+1,498
New +$318K 0.03% 121
2015
Q3 		– Sell
-700
Closed -$49K – 737
2015
Q2 		$49K Hold
700
– – 0.04% 300
2015
Q1 		$49K Hold
700
– – 0.03% 284
2014
Q4 		$49K Buy
+700
New +$48.1K 0.04% 281

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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 $445B AUM 25.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Plante Moran Financial Advisors's MGC Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 3.7% in Q2 2026, selling an estimated $17.5K and leaving 1,736 shares worth $475K. The position accounts for 0.02% of the portfolio, ranked #98.

Plante Moran Financial Advisors first reported a position in MGC in Q4 2014 and has held it in 10 quarters since. 338 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Plante Moran Financial Advisors held 1,736 shares of Vanguard Morningstar Mega Cap ETF worth $475K as of Q2 2026.
  • Plante Moran Financial Advisors sold 66 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $17.5K.
  • Vanguard Morningstar Mega Cap ETF made up 0.02% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #98 holding.
  • Plante Moran Financial Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2014 and has held it in 10 quarters since.
  • 338 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.