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

Vantage Point 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	–	Sell	-2,920	Closed	-$733K	–	182
2025 Q4	$733K	Buy	2,920 +1,270	+77%	+$316K	0.26%	70
2025 Q3	$403K	Buy	+1,650	New	+$386K	0.16%	98

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Vantage Point Financial's MGC Position: Q1 2026 in Review

Vantage Point Financial sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2026, closing a stake of 2,920 shares — an estimated $733K sold.

Vantage Point Financial first reported a position in MGC in Q3 2025 and held it in 2 quarters. The position peaked at $733K in Q4 2025. 507 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Vantage Point Financial reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2026 after selling out during the quarter.
Vantage Point Financial sold 2,920 Vanguard Morningstar Mega Cap ETF shares in Q1 2026, an estimated $733K.
Vantage Point Financial first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2025 and held it in 2 quarters.
Vantage Point Financial's Vanguard Morningstar Mega Cap ETF position peaked at $733K in Q4 2025.
507 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.