Arax Advisory Partners’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Arax Advisory Partners’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	$82K	Sell	347 -12,442	-97%	-$3.09M	﹤0.01%	1480
2025 Q4	$3.21M	Buy	+12,789	New	+$3.18M	0.09%	174
2025 Q3	–	Sell	-58	Closed	-$13K	–	4042
2025 Q2	$13K	Hold	58	–	–	﹤0.01%	1839
2025 Q1	$11.7K	Buy	58 +23	+66%	+$4.9K	﹤0.01%	1513
2024 Q4	$7.44K	Buy	35 +7	+25%	+$1.49K	﹤0.01%	1592
2024 Q3	$5.79K	Hold	28	–	–	﹤0.01%	1650
2024 Q2	$5.53K	Hold	28	–	–	﹤0.01%	1552
2024 Q1	$5.23K	Buy	+28	New	+$4.99K	﹤0.01%	889

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 $2.44B AUM 23.07% 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

Arax Advisory Partners's MGC Position: Q1 2026 in Review

Arax Advisory Partners reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 97% in Q1 2026, selling an estimated $3.09M and leaving 347 shares worth $82K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Arax Advisory Partners first reported a position in MGC in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.21M in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Arax Advisory Partners held 347 shares of Vanguard Mega Cap 300 Index ETF worth $82K as of Q1 2026.
Arax Advisory Partners sold 12,442 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $3.09M.
Vanguard Mega Cap 300 Index ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1480 holding.
Arax Advisory Partners first reported a position in Vanguard Mega Cap 300 Index ETF in Q1 2024 and has held it in 8 quarters since.
Arax Advisory Partners's Vanguard Mega Cap 300 Index ETF position peaked at $3.21M in Q4 2025.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.