Strategic Blueprint
MGC icon

Strategic Blueprint’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Strategic Blueprint’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
Q4 		– Sell
-6,962
Closed -$1.7M – 731
2025
Q3 		$1.7M Sell
6,962
-28,402
-80% -$6.64M 0.07% 231
2025
Q2 		$7.95M Sell
35,364
-1,323
-4% -$274K 0.39% 69
2025
Q1 		$7.39M Buy
36,687
+1,665
+5% +$355K 0.4% 61
2024
Q4 		$7.45M Buy
35,022
+1,386
+4% +$295K 0.44% 50
2024
Q3 		$6.95M Buy
33,636
+3,531
+12% +$705K 0.43% 55
2024
Q2 		$5.94M Buy
30,105
+1,639
+6% +$308K 0.4% 59
2024
Q1 		$5.32M Buy
28,466
+2,737
+11% +$488K 0.38% 63
2023
Q4 		$4.36M Buy
25,729
+4,381
+21% +$697K 0.36% 70
2023
Q3 		$3.24M Buy
21,348
+8,309
+64% +$1.31M 0.3% 80
2023
Q2 		$2.04M Buy
+13,039
New +$1.93M 0.19% 109
2022
Q2 		– Sell
-6,749
Closed -$1.07M – 535
2022
Q1 		$1.07M Buy
+6,749
New +$1.06M 0.12% 169
2021
Q3 		– Sell
-345
Closed -$53K – 944
2021
Q2 		$53K Buy
+345
New +$51K 0.01% 601

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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
Leavell Investment Management
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
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Strategic Blueprint's MGC Position: Q4 2025 in Review

Strategic Blueprint sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2025, closing a stake of 6,962 shares — an estimated $1.7M sold.

Strategic Blueprint first reported a position in MGC in Q2 2021 and held it in 12 quarters. The position peaked at $7.95M in Q2 2025. 526 funds tracked by Wall St. Rank hold MGC as of Q4 2025.

  • Strategic Blueprint reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Blueprint sold 6,962 Vanguard Morningstar Mega Cap ETF shares in Q4 2025, an estimated $1.7M.
  • Strategic Blueprint first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2021 and held it in 12 quarters.
  • Strategic Blueprint's Vanguard Morningstar Mega Cap ETF position peaked at $7.95M in Q2 2025.
  • 526 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2025.

Based on Strategic Blueprint's 13F filing for Q4 2025, filed 30 Jan 2026.