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

Bay Capital Advisors’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	$658K	Sell	2,404 -80	-3%	-$21.3K	0.35%	55
2026 Q1	$587K	Sell	2,484 -412	-14%	-$102K	0.36%	55
2025 Q4	$727K	Buy	2,896 +3	+0.1%	+$746	0.44%	45
2025 Q3	$706K	Buy	2,893 +89	+3%	+$20.8K	0.46%	42
2025 Q2	$631K	Buy	2,804 +150	+6%	+$31K	0.48%	46
2025 Q1	$535K	Buy	2,654 +29	+1%	+$6.18K	0.45%	52
2024 Q4	$558K	Buy	+2,625	New	+$558K	0.45%	54

Other funds holding MGC

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

VWA

VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bay Capital Advisors's MGC Position: Q2 2026 in Review

Bay Capital Advisors reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 3.2% in Q2 2026, selling an estimated $21.3K and leaving 2,404 shares worth $658K. The position accounts for 0.35% of the portfolio, ranked #55.

Bay Capital Advisors first reported a position in MGC in Q4 2024 and has held it in 7 quarters since. The position peaked at $727K in Q4 2025. 174 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Bay Capital Advisors held 2,404 shares of Vanguard Mega Cap 300 Index ETF worth $658K as of Q2 2026.
Bay Capital Advisors sold 80 Vanguard Mega Cap 300 Index ETF shares in Q2 2026, an estimated $21.3K.
Vanguard Mega Cap 300 Index ETF made up 0.35% of Bay Capital Advisors's portfolio in Q2 2026, its #55 holding.
Bay Capital Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2024 and has held it in 7 quarters since.
Bay Capital Advisors's Vanguard Mega Cap 300 Index ETF position peaked at $727K in Q4 2025.
174 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.