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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 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. 531 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.
531 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.