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

Apollon 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 Q1	$356K	Buy	1,506 +4	+0.3%	+$993	0.01%	1028
2025 Q4	$377K	Sell	1,502 -114	-7%	-$28.3K	0.01%	956
2025 Q3	$394K	Buy	1,616 +2	+0.1%	+$468	0.01%	929
2025 Q2	$363K	Buy	1,614 +87	+6%	+$18K	0.01%	935
2025 Q1	$308K	Buy	1,527 +309	+25%	+$65.8K	0.01%	948
2024 Q4	$259K	Buy	+1,218	New	+$259K	0.01%	998
2023 Q3	–	Sell	-2,479	Closed	-$388K	–	960
2023 Q2	$388K	Buy	+2,479	New	+$366K	0.02%	675

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LIM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Apollon Wealth Management's MGC Position: Q1 2026 in Review

Apollon Wealth Management increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 0.27% in Q1 2026, buying an estimated $993 and bringing the position to 1,506 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #1028.

Apollon Wealth Management first reported a position in MGC in Q2 2023 and has held it in 7 quarters since. The position peaked at $394K in Q3 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Apollon Wealth Management held 1,506 shares of Vanguard Mega Cap 300 Index ETF worth $356K as of Q1 2026.
Apollon Wealth Management bought 4 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $993.
Vanguard Mega Cap 300 Index ETF made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1028 holding.
Apollon Wealth Management first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2023 and has held it in 7 quarters since.
Apollon Wealth Management's Vanguard Mega Cap 300 Index ETF position peaked at $394K in Q3 2025.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.