AAS
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Avantax Advisory Services’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$5.72M Sell
25,439
-407
-2% -$84.2K 0.03% 415
2025
Q1 		$5.2M Buy
25,846
+1,018
+4% +$217K 0.03% 403
2024
Q4 		$5.28M Buy
24,828
+607
+3% +$129K 0.03% 381
2024
Q3 		$5.01M Buy
24,221
+455
+2% +$90.8K 0.03% 392
2024
Q2 		$4.69M Buy
23,766
+2,850
+14% +$536K 0.03% 393
2024
Q1 		$3.91M Buy
20,916
+4,786
+30% +$854K 0.03% 367
2023
Q4 		$2.73M Buy
16,130
+1,740
+12% +$277K 0.03% 421
2023
Q3 		$2.19M Buy
14,390
+880
+7% +$139K 0.02% 437
2023
Q2 		$2.11M Sell
13,510
-3,983
-23% -$589K 0.02% 438
2023
Q1 		$2.5M Buy
17,493
+2,821
+19% +$391K 0.03% 375
2022
Q4 		$1.94M Buy
14,672
+1,852
+14% +$247K 0.03% 434
2022
Q3 		$1.6M Buy
12,820
+153
+1% +$21.2K 0.02% 426
2022
Q2 		$1.67M Buy
12,667
+1,424
+13% +$204K 0.03% 417
2022
Q1 		$1.79M Buy
11,243
+148
+1% +$23.2K 0.02% 402
2021
Q4 		$1.87M Buy
11,095
+3,399
+44% +$554K 0.03% 380
2021
Q3 		$1.17M Buy
7,696
+1,069
+16% +$168K 0.02% 442
2021
Q2 		$1.01M Sell
6,627
-315
-5% -$46.6K 0.02% 470
2021
Q1 		$972K Buy
6,942
+228
+3% +$31.2K 0.02% 435
2020
Q4 		$896K Sell
6,714
-8,036
-54% -$1.02M 0.02% 401
2020
Q3 		$1.76M Buy
14,750
+6,683
+83% +$789K 0.03% 388
2020
Q2 		$883K Buy
8,067
+1,571
+24% +$163K 0.03% 367
2020
Q1 		$590K Sell
6,496
-3,259
-33% -$348K 0.02% 403
2019
Q4 		$1.09M Buy
9,755
+3,432
+54% +$366K 0.03% 316
2019
Q3 		$653K Buy
6,323
+183
+3% +$18.7K 0.03% 281
2019
Q2 		$622K Buy
6,140
+1,072
+21% +$107K 0.03% 259
2019
Q1 		$495K Sell
5,068
-1,409
-22% -$133K 0.03% 279
2018
Q4 		$562K Buy
+6,477
New +$605K 0.09% 204

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Advisory Services's MGC Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 1.6% in Q2 2025, selling an estimated $84.2K and leaving 25,439 shares worth $5.72M. The position accounts for 0.03% of the portfolio, ranked #415.

Avantax Advisory Services first reported a position in MGC in Q4 2018 and has held it in 27 quarters since. 474 funds tracked by Wall St. Rank hold MGC as of Q2 2025.

  • Avantax Advisory Services held 25,439 shares of Vanguard Mega Cap 300 Index ETF worth $5.72M as of Q2 2025.
  • Avantax Advisory Services sold 407 Vanguard Mega Cap 300 Index ETF shares in Q2 2025, an estimated $84.2K.
  • Vanguard Mega Cap 300 Index ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #415 holding.
  • Avantax Advisory Services first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2018 and has held it in 27 quarters since.
  • 474 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.