Schaeffer Financial’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Schaeffer Financial’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	$242K	Buy	+1,023	New	+$254K	0.2%	22

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

Schaeffer Financial's MGC Position: Q1 2026 in Review

Schaeffer Financial opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2026: 1,023 shares worth $242K. The stake represents 0.2% of the portfolio and ranks #22 among its holdings.

506 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Schaeffer Financial held 1,023 shares of Vanguard Morningstar Mega Cap ETF worth $242K as of Q1 2026.
Vanguard Morningstar Mega Cap ETF was a new Schaeffer Financial position in Q1 2026.
Vanguard Morningstar Mega Cap ETF made up 0.2% of Schaeffer Financial's portfolio in Q1 2026, its #22 holding.
506 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on Schaeffer Financial's 13F filing for Q1 2026, filed 27 Apr 2026.