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Archford Capital Strategies’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Archford Capital Strategies’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 		$1.68M Sell
6,130
-72
-1% -$19.1K 0.17% 115
2026
Q1 		$1.47M Sell
6,202
-215
-3% -$53.4K 0.17% 133
2025
Q4 		$1.61M Sell
6,417
-19
-0.3% -$4.72K 0.19% 115
2025
Q3 		$1.57M Sell
6,436
-371
-5% -$86.8K 0.19% 113
2025
Q2 		$1.53M Sell
6,807
-23
-0.3% -$4.76K 0.2% 109
2025
Q1 		$1.38M Sell
6,830
-9,268
-58% -$1.97M 0.2% 121
2024
Q4 		$3.42M Buy
16,098
+250
+2% +$53.1K 0.52% 48
2024
Q3 		$3.33M Buy
15,848
+809
+5% +$161K 0.5% 54
2024
Q2 		$2.97M Buy
15,039
+490
+3% +$92.2K 0.48% 55
2024
Q1 		$2.72M Buy
14,549
+9
+0.1% +$1.6K 0.46% 59
2023
Q4 		$2.46M Buy
+14,540
New +$2.31M 0.45% 58

Other funds holding MGC

PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Archford Capital Strategies's MGC Position: Q2 2026 in Review

Archford Capital Strategies reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 1.2% in Q2 2026, selling an estimated $19.1K and leaving 6,130 shares worth $1.68M. The position accounts for 0.17% of the portfolio, ranked #115.

Archford Capital Strategies first reported a position in MGC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.42M in Q4 2024. 96 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Archford Capital Strategies held 6,130 shares of Vanguard Mega Cap 300 Index ETF worth $1.68M as of Q2 2026.
  • Archford Capital Strategies sold 72 Vanguard Mega Cap 300 Index ETF shares in Q2 2026, an estimated $19.1K.
  • Vanguard Mega Cap 300 Index ETF made up 0.17% of Archford Capital Strategies's portfolio in Q2 2026, its #115 holding.
  • Archford Capital Strategies first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2023 and has held it in 11 quarters since.
  • Archford Capital Strategies's Vanguard Mega Cap 300 Index ETF position peaked at $3.42M in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.