SFPM
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Sensible Financial Planning & Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Sensible Financial Planning & Management’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
2025
Q3 		$15.5M Sell
63,370
-2,840
-4% -$664K 2.81% 10
2025
Q2 		$14.9M Buy
66,210
+1,462
+2% +$303K 2.83% 10
2025
Q1 		$13M Buy
64,748
+9,529
+17% +$2.03M 2.6% 10
2024
Q4 		$11.7M Buy
55,219
+10,548
+24% +$2.24M 2.43% 11
2024
Q3 		$9.23M Buy
44,671
+2,004
+5% +$400K 1.82% 12
2024
Q2 		$8.42M Buy
42,667
+1,910
+5% +$359K 1.82% 13
2024
Q1 		$7.62M Buy
40,757
+896
+2% +$160K 1.68% 13
2023
Q4 		$6.75M Buy
39,861
+346
+0.9% +$55K 1.58% 14
2023
Q3 		$6M Sell
39,515
-1,813
-4% -$286K 1.51% 12
2023
Q2 		$6.47M Sell
41,328
-7,883
-16% -$1.16M 1.52% 12
2023
Q1 		$7.04M Buy
49,211
+651
+1% +$90.1K 1.66% 12
2022
Q4 		$6.43M Buy
48,560
+3,785
+8% +$506K 1.6% 12
2022
Q3 		$5.59M Buy
44,775
+2,276
+5% +$316K 1.44% 12
2022
Q2 		$5.6M Buy
42,499
+1,728
+4% +$247K 1.41% 12
2022
Q1 		$6.48M Sell
40,771
-216
-0.5% -$33.9K 1.73% 12
2021
Q4 		$6.89M Sell
40,987
-523
-1% -$85.3K 1.96% 11
2021
Q3 		$6.33M Buy
41,510
+1,845
+5% +$290K 2.06% 12
2021
Q2 		$6.04M Buy
39,665
+105
+0.3% +$15.5K 2.04% 12
2021
Q1 		$5.55M Buy
39,560
+11,036
+39% +$1.51M 2.04% 12
2020
Q4 		$3.81M Buy
28,524
+2,074
+8% +$262K 1.42% 14
2020
Q3 		$3.17M Buy
26,450
+1,263
+5% +$149K 1.3% 15
2020
Q2 		$2.76M Buy
25,187
+5,054
+25% +$523K 1.18% 17
2020
Q1 		$1.83M Buy
20,133
+5,347
+36% +$570K 0.87% 18
2019
Q4 		$1.65M Buy
14,786
+11,106
+302% +$1.19M 0.7% 21
2019
Q3 		$379K Buy
+3,680
New +$376K 0.16% 30

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sensible Financial Planning & Management's MGC Position: Q3 2025 in Review

Sensible Financial Planning & Management reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 4.3% in Q3 2025, selling an estimated $664K and leaving 63,370 shares worth $15.5M. The position accounts for 2.81% of the portfolio, ranked #10.

Sensible Financial Planning & Management first reported a position in MGC in Q3 2019 and has held it in 25 quarters since. 493 funds tracked by Wall St. Rank hold MGC as of Q3 2025.

  • Sensible Financial Planning & Management held 63,370 shares of Vanguard Morningstar Mega Cap ETF worth $15.5M as of Q3 2025.
  • Sensible Financial Planning & Management sold 2,840 Vanguard Morningstar Mega Cap ETF shares in Q3 2025, an estimated $664K.
  • Vanguard Morningstar Mega Cap ETF made up 2.81% of Sensible Financial Planning & Management's portfolio in Q3 2025, its #10 holding.
  • Sensible Financial Planning & Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2019 and has held it in 25 quarters since.
  • 493 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.