MGC — VANGUARD MEGA

Ownership history in Summit Investment Advisory Services, LLC  ·  12 quarters on record

AI Ownership Summary

Summit Investment Advisory Services, LLC reported VANGUARD MEGA (MGC) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.24% in 2024 Q1. The latest visible filing shows MGC at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MGC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Summit Investment Advisory Services, LLC's position in VANGUARD MEGA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MGC was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MGC stock page Summit Investment Advisory Services, LLC fund profile Summit Investment Advisory Services, LLC full holdings
How Summit Investment Advisory Services, LLC held MGC — position size vs. price
% of Fund (quarterly)    MGC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2,147 — 0% 0.19% $507K 2026-04-23 $258.82
2025 Q4 UNCHANGED 2,147 — 0% 0.20% $539K 2026-02-04 $249.87
2025 Q3 REDUCED 2,147 -37 -1.7% 0.21% $483K 2025-11-03 $250.81
2025 Q1 UNCHANGED 2,184 — 0% 0.22% $440K 2025-04-11 $191.28
2024 Q4 UNCHANGED 2,184 — 0% 0.24% $464K 2025-01-21 $215.36
2024 Q3 UNCHANGED 2,184 — 0% 0.24% $451K 2024-10-16 $206.07
2024 Q1 UNCHANGED 2,184 — 0% 0.24% $408K 2024-04-18 $175.16
2023 Q4 UNCHANGED 2,184 — 0% 0.23% $370K 2024-01-18 $166.28
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MGC

As of 2026 Q1 — sorted by position size

Investment Planning Advisors, Inc. 9.89% Blackston Financial Advisory Group, LLC 3Y 6.02% Colorado Capital Management, Inc. 3Y 7Y 5.24% Verus Financial Partners, Inc. 3Y 7Y 4.64% Praetorian Wealth Management, Inc. 3Y 4.34% FIDUCIARY ADVISORS, INC. 4.25% STEPH & CO 3Y 2.98% McClarren Financial Advisors, Inc. 3Y 2.26% Systelligence, LLC 3Y 2.06% Capital Advantage, Inc. 3Y 7Y 1.82%

FAQ About Summit Investment Advisory Services, LLC and MGC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Summit Investment Advisory Services, LLC reported owning MGC?

Summit Investment Advisory Services, LLC reported MGC across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MGC position in Summit Investment Advisory Services, LLC's portfolio?

The largest reported portfolio weight for MGC was 0.24% in 2024 Q1.

What is the latest reported MGC position on this page?

The most recent filing on this page is 2026 Q1, when Summit Investment Advisory Services, LLC reported 2,147 shares, equal to 0.19% of portfolio, with an estimated market value of $507K.

What does the chart on this MGC ownership page compare?

The chart compares Summit Investment Advisory Services, LLC's quarterly MGC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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