Baird Financial Group
MGC icon

Baird Financial Group’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Baird Financial Group’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 		$11.2M Sell
47,180
-970
-2% -$241K 0.02% 535
2025
Q4 		$12.1M Buy
48,150
+449
+0.9% +$112K 0.02% 487
2025
Q3 		$11.6M Buy
47,701
+826
+2% +$193K 0.02% 507
2025
Q2 		$10.5M Sell
46,875
-447
-0.9% -$92.5K 0.02% 511
2025
Q1 		$9.53M Sell
47,322
-1,199
-2% -$255K 0.02% 523
2024
Q4 		$10.3M Buy
48,521
+477
+1% +$101K 0.02% 500
2024
Q3 		$9.93M Sell
48,044
-360
-0.7% -$71.8K 0.02% 508
2024
Q2 		$9.55M Sell
48,404
-3,759
-7% -$707K 0.02% 493
2024
Q1 		$9.75M Sell
52,163
-160
-0.3% -$28.5K 0.02% 476
2023
Q4 		$8.86M Sell
52,323
-281
-0.5% -$44.7K 0.02% 485
2023
Q3 		$7.99M Buy
52,604
+578
+1% +$91K 0.02% 486
2023
Q2 		$8.14M Buy
52,026
+250
+0.5% +$36.9K 0.02% 494
2023
Q1 		$7.41M Buy
51,776
+455
+0.9% +$63K 0.02% 497
2022
Q4 		$6.79M Buy
51,321
+1,107
+2% +$148K 0.02% 515
2022
Q3 		$6.27M Buy
50,214
+84
+0.2% +$11.7K 0.02% 519
2022
Q2 		$6.61M Sell
50,130
-4,379
-8% -$627K 0.02% 523
2022
Q1 		$8.67M Sell
54,509
-686
-1% -$108K 0.02% 475
2021
Q4 		$9.28M Buy
55,195
+445
+0.8% +$72.6K 0.02% 457
2021
Q3 		$8.34M Buy
54,750
+1,980
+4% +$311K 0.02% 463
2021
Q2 		$8.04M Buy
52,770
+636
+1% +$94.1K 0.02% 474
2021
Q1 		$7.31M Buy
52,134
+2,320
+5% +$318K 0.02% 476
2020
Q4 		$6.65M Buy
49,814
+530
+1% +$67K 0.02% 469
2020
Q3 		$5.91M Sell
49,284
-950
-2% -$112K 0.02% 461
2020
Q2 		$5.5M Buy
50,234
+3,805
+8% +$394K 0.02% 457
2020
Q1 		$4.22M Buy
46,429
+100
+0.2% +$10.7K 0.02% 482
2019
Q4 		$5.18M Buy
46,329
+1,285
+3% +$137K 0.02% 518
2019
Q3 		$4.64M Buy
45,044
+3,578
+9% +$366K 0.02% 524
2019
Q2 		$4.2M Buy
41,466
+8,965
+28% +$893K 0.02% 564
2019
Q1 		$3.17M Buy
32,501
+286
+0.9% +$26.9K 0.02% 558
2018
Q4 		$2.8M Buy
32,215
+5,302
+20% +$496K 0.02% 544
2018
Q3 		$2.72M Buy
26,913
+957
+4% +$94.1K 0.02% 591
2018
Q2 		$2.42M Buy
25,956
+1,489
+6% +$139K 0.02% 606
2018
Q1 		$2.22M Buy
24,467
+3,959
+19% +$373K 0.02% 608
2017
Q4 		$1.88M Buy
20,508
+1,809
+10% +$162K 0.01% 647
2017
Q3 		$1.61M Buy
18,699
+1,466
+9% +$124K 0.01% 663
2017
Q2 		$1.43M Buy
17,233
+1,210
+8% +$99.4K 0.01% 689
2017
Q1 		$1.29M Buy
16,023
+975
+6% +$77.5K 0.01% 713
2016
Q4 		$1.15M Buy
15,048
+675
+5% +$50.3K 0.01% 721
2016
Q3 		$1.06M Buy
14,373
+70
+0.5% +$5.16K 0.01% 736
2016
Q2 		$1.02M Buy
14,303
+1,220
+9% +$86.4K 0.01% 728
2016
Q1 		$917K Buy
13,083
+895
+7% +$59.7K 0.01% 743
2015
Q4 		$850K Buy
12,188
+4,453
+58% +$312K 0.01% 748
2015
Q3 		$505K Buy
7,735
+3,830
+98% +$265K 0.01% 902
2015
Q2 		$275K Buy
+3,905
New +$280K ﹤0.01% 1141

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

Baird Financial Group's MGC Position: Q1 2026 in Review

Baird Financial Group reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 2% in Q1 2026, selling an estimated $241K and leaving 47,180 shares worth $11.2M. The position accounts for 0.02% of the portfolio, ranked #535.

Baird Financial Group first reported a position in MGC in Q2 2015 and has held it in 44 quarters since. The position peaked at $12.1M in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Baird Financial Group held 47,180 shares of Vanguard Mega Cap 300 Index ETF worth $11.2M as of Q1 2026.
  • Baird Financial Group sold 970 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $241K.
  • Vanguard Mega Cap 300 Index ETF made up 0.02% of Baird Financial Group's portfolio in Q1 2026, its #535 holding.
  • Baird Financial Group first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2015 and has held it in 44 quarters since.
  • Baird Financial Group's Vanguard Mega Cap 300 Index ETF position peaked at $12.1M in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.