Atlantic Union Bankshares’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Atlantic Union Bankshares’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	$1.07M	Sell	4,517 -622	-12%	-$154K	0.02%	356
2025 Q4	$1.29M	Sell	5,139 -717	-12%	-$178K	0.02%	344
2025 Q3	$1.43M	Buy	5,856 +447	+8%	+$105K	0.03%	334
2025 Q2	$1.22M	Sell	5,409 -80,261	-94%	-$16.6M	0.03%	301
2025 Q1	$17.3M	Sell	85,670 -252	-0.3%	-$53.7K	1.04%	24
2024 Q4	$18.3M	Buy	85,922 +4,101	+5%	+$872K	1.06%	17
2024 Q3	$16.9M	Buy	+81,821	New	+$16.3M	0.98%	20

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

Atlantic Union Bankshares's MGC Position: Q1 2026 in Review

Atlantic Union Bankshares reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 12% in Q1 2026, selling an estimated $154K and leaving 4,517 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #356.

Atlantic Union Bankshares first reported a position in MGC in Q3 2024 and has held it in 7 quarters since. The position peaked at $18.3M in Q4 2024. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Atlantic Union Bankshares held 4,517 shares of Vanguard Mega Cap 300 Index ETF worth $1.07M as of Q1 2026.
Atlantic Union Bankshares sold 622 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $154K.
Vanguard Mega Cap 300 Index ETF made up 0.02% of Atlantic Union Bankshares's portfolio in Q1 2026, its #356 holding.
Atlantic Union Bankshares first reported a position in Vanguard Mega Cap 300 Index ETF in Q3 2024 and has held it in 7 quarters since.
Atlantic Union Bankshares's Vanguard Mega Cap 300 Index ETF position peaked at $18.3M in Q4 2024.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.