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Summit Wealth & Retirement Planning’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Summit Wealth & Retirement Planning’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 		$59.4M Buy
217,223
+1,705
+0.8% +$453K 12.59% 2
2026
Q1 		$50.9M Buy
215,518
+1,264
+0.6% +$314K 12.15% 2
2025
Q4 		$53.8M Sell
214,254
-1,849
-0.9% -$460K 12.67% 1
2025
Q3 		$52.7M Buy
216,103
+1,171
+0.5% +$274K 12.96% 1
2025
Q2 		$48.3M Buy
214,932
+333
+0.2% +$68.9K 12.98% 1
2025
Q1 		$43.2M Sell
214,599
-9,336
-4% -$1.99M 13.24% 2
2024
Q4 		$47.6M Buy
223,935
+38,563
+21% +$8.2M 14.74% 1
2024
Q3 		$38.3M Buy
185,372
+82
+0% +$16.4K 12.23% 3
2024
Q2 		$36.6M Buy
185,290
+888
+0.5% +$167K 12.45% 3
2024
Q1 		$34.5M Buy
184,402
+4,185
+2% +$746K 12.29% 3
2023
Q4 		$30.5M Sell
180,217
-3,166
-2% -$503K 12.89% 3
2023
Q3 		$27.9M Buy
183,383
+2,077
+1% +$327K 11.2% 3
2023
Q2 		$28.4M Sell
181,306
-2,397
-1% -$354K 11.16% 3
2023
Q1 		$26.3M Buy
183,703
+2,980
+2% +$413K 9.83% 2
2022
Q4 		$23.9M Sell
180,723
-3,616
-2% -$483K 9.73% 2
2022
Q3 		$23M Sell
184,339
-12,735
-6% -$1.77M 9.16% 2
2022
Q2 		$26M Buy
197,074
+6,540
+3% +$936K 9.97% 2
2022
Q1 		$30.3M Sell
190,534
-13,163
-6% -$2.07M 10.7% 2
2021
Q4 		$34.2M Buy
203,697
+10,059
+5% +$1.64M 11.7% 2
2021
Q3 		$29.5M Buy
193,638
+10,064
+5% +$1.58M 10.8% 2
2021
Q2 		$28M Sell
183,574
-535
-0.3% -$79.1K 10.35% 2
2021
Q1 		$25.8M Buy
184,109
+17,314
+10% +$2.37M 9.6% 2
2020
Q4 		$22.3M Buy
166,795
+1,265
+0.8% +$160K 8.44% 2
2020
Q3 		$19.8M Buy
165,530
+119,421
+259% +$14.1M 8.52% 3
2020
Q2 		$5.05M Buy
46,109
+18,015
+64% +$1.86M 2.37% 11
2020
Q1 		$2.56M Buy
+28,094
New +$3M 1.37% 17

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Summit Wealth & Retirement Planning's MGC Position: Q2 2026 in Review

Summit Wealth & Retirement Planning increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.79% in Q2 2026, buying an estimated $453K and bringing the position to 217,223 shares worth $59.4M. The position accounts for 12.59% of the portfolio, ranked #2.

Summit Wealth & Retirement Planning first reported a position in MGC in Q1 2020 and has held it in 26 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Summit Wealth & Retirement Planning held 217,223 shares of Vanguard Morningstar Mega Cap ETF worth $59.4M as of Q2 2026.
  • Summit Wealth & Retirement Planning bought 1,705 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $453K.
  • Vanguard Morningstar Mega Cap ETF made up 12.59% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #2 holding.
  • Summit Wealth & Retirement Planning first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.