Accurate Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Accurate 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
2026 Q2	$598K	Buy	2,159 +110	+5%	+$29.2K	0.06%	311
2026 Q1	$507K	Buy	2,049 +47	+2%	+$11.7K	0.06%	312
2025 Q4	$510K	Buy	2,002 +89	+5%	+$22.1K	0.06%	297
2025 Q3	$465K	Buy	1,913 +104	+6%	+$24.3K	0.06%	305
2025 Q2	$411K	Hold	1,809	–	–	0.06%	295
2025 Q1	$350K	Buy	1,809 +85	+5%	+$18.1K	0.07%	254
2024 Q4	$363K	Sell	1,724 -6	-0.3%	-$1.27K	0.07%	255
2024 Q3	$361K	Sell	1,730 -69	-4%	-$13.8K	0.07%	257
2024 Q2	$366K	Buy	1,799 +6	+0.3%	+$1.13K	0.09%	205
2024 Q1	$318K	Sell	1,793 -16	-0.9%	-$2.85K	0.09%	200
2023 Q4	$308K	Sell	1,809 -273	-13%	-$43.4K	0.1%	196
2023 Q3	$323K	Sell	2,082 -2,152	-51%	-$339K	0.1%	185
2023 Q2	$671K	Sell	4,234 -12,151	-74%	-$1.8M	0.21%	105
2023 Q1	$2.35M	Buy	16,385 +12,244	+296%	+$1.7M	0.81%	22
2022 Q4	$559K	Sell	4,141 -6,623	-62%	-$885K	0.21%	91
2022 Q3	$1.66M	Sell	10,764 -1,323	-11%	-$184K	0.69%	37
2022 Q2	$1.64M	Sell	12,087 -2,131	-15%	-$305K	0.89%	21
2022 Q1	$2.26M	Buy	14,218 +7,477	+111%	+$1.17M	1.01%	15
2021 Q4	$1.07M	Hold	6,741	–	–	0.87%	19
2021 Q3	$1.05M	Buy	6,741 +1,039	+18%	+$163K	0.92%	20
2021 Q2	$869K	Buy	+5,702	New	+$843K	0.76%	25

Other funds holding MGC

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Accurate Wealth Management's MGC Position: Q2 2026 in Review

Accurate Wealth Management increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 5.4% in Q2 2026, buying an estimated $29.2K and bringing the position to 2,159 shares worth $598K. The position accounts for 0.06% of the portfolio, ranked #311.

Accurate Wealth Management first reported a position in MGC in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.35M in Q1 2023. 217 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Accurate Wealth Management held 2,159 shares of Vanguard Mega Cap 300 Index ETF worth $598K as of Q2 2026.
Accurate Wealth Management bought 110 Vanguard Mega Cap 300 Index ETF shares in Q2 2026, an estimated $29.2K.
Vanguard Mega Cap 300 Index ETF made up 0.06% of Accurate Wealth Management's portfolio in Q2 2026, its #311 holding.
Accurate Wealth Management first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2021 and has held it in 21 quarters since.
Accurate Wealth Management's Vanguard Mega Cap 300 Index ETF position peaked at $2.35M in Q1 2023.
217 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.