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

Avestar Capital’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 		$1.08M Hold
4,570
– – 0.07% 211
2025
Q4 		$1.15M Sell
4,570
-257
-5% -$63.9K 0.07% 198
2025
Q3 		$1.18M Buy
4,827
+500
+12% +$117K 0.08% 193
2025
Q2 		$976K Sell
4,327
-101
-2% -$20.9K 0.07% 218
2025
Q1 		$892K Sell
4,428
-1
-0% -$213 0.08% 208
2024
Q4 		$942K Buy
4,429
+198
+5% +$42.1K 0.08% 184
2024
Q3 		$874K Buy
4,231
+299
+8% +$59.7K 0.09% 174
2024
Q2 		$776K Buy
3,932
+247
+7% +$46.5K 0.08% 183
2024
Q1 		$689K Hold
3,685
– – 0.07% 192
2023
Q4 		$624K Buy
3,685
+819
+29% +$130K 0.07% 171
2023
Q3 		$435K Buy
2,866
+100
+4% +$15.7K 0.06% 181
2023
Q2 		$433K Sell
2,766
-2,204
-44% -$326K 0.07% 162
2023
Q1 		$711K Sell
4,970
-120
-2% -$16.6K 0.13% 107
2022
Q4 		$674K Buy
+5,090
New +$680K 0.12% 116

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
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
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Avestar Capital's MGC Position: Q1 2026 in Review

Avestar Capital held its Vanguard Mega Cap 300 Index ETF (MGC) position steady in Q1 2026 at 4,570 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #211.

Avestar Capital first reported a position in MGC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.18M in Q3 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Avestar Capital held 4,570 shares of Vanguard Mega Cap 300 Index ETF worth $1.08M as of Q1 2026.
  • Avestar Capital left its Vanguard Mega Cap 300 Index ETF share count unchanged in Q1 2026.
  • Vanguard Mega Cap 300 Index ETF made up 0.07% of Avestar Capital's portfolio in Q1 2026, its #211 holding.
  • Avestar Capital first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2022 and has held it in 14 quarters since.
  • Avestar Capital's Vanguard Mega Cap 300 Index ETF position peaked at $1.18M in Q3 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.