Willow Creek Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Willow Creek Wealth 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	$302K	Buy	+1,238	New	+$290K	0.02%	149

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Willow Creek Wealth Management's MGC Position: Q3 2025 in Review

Willow Creek Wealth Management opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2025: 1,238 shares worth $302K. The stake represents 0.02% of the portfolio and ranks #149 among its holdings.

493 funds tracked by Wall St. Rank hold MGC as of Q3 2025.

Willow Creek Wealth Management held 1,238 shares of Vanguard Morningstar Mega Cap ETF worth $302K as of Q3 2025.
Vanguard Morningstar Mega Cap ETF was a new Willow Creek Wealth Management position in Q3 2025.
Vanguard Morningstar Mega Cap ETF made up 0.02% of Willow Creek Wealth Management's portfolio in Q3 2025, its #149 holding.
493 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.