BCU Wealth Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

BCU Wealth 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	$620K	Sell	2,266 -546	-19%	-$145K	0.21%	34
2026 Q1	$665K	Buy	2,812 +5	+0.2%	+$1.24K	0.25%	29
2025 Q4	$705K	Buy	2,807 +10	+0.4%	+$2.49K	0.27%	26
2025 Q3	$683K	Buy	2,797 +4	+0.1%	+$936	0.28%	27
2025 Q2	$628K	Buy	2,793 +400	+17%	+$82.8K	0.28%	30
2025 Q1	$482K	Buy	2,393 +5	+0.2%	+$1.06K	0.25%	31
2024 Q4	$508K	Buy	2,388 +4	+0.2%	+$850	0.29%	30
2024 Q3	$493K	Buy	2,384 +10	+0.4%	+$2K	0.29%	32
2024 Q2	$468K	Hold	2,374	–	–	0.35%	32
2024 Q1	$444K	Buy	2,374 +4	+0.2%	+$713	0.38%	33
2023 Q4	$401K	Buy	+2,370	New	+$377K	0.44%	33

Other funds holding MGC

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

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

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

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BCU Wealth Advisors's MGC Position: Q2 2026 in Review

BCU Wealth Advisors reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 19% in Q2 2026, selling an estimated $145K and leaving 2,266 shares worth $620K. The position accounts for 0.21% of the portfolio, ranked #34.

BCU Wealth Advisors first reported a position in MGC in Q4 2023 and has held it in 11 quarters since. The position peaked at $705K in Q4 2025. 99 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

BCU Wealth Advisors held 2,266 shares of Vanguard Mega Cap 300 Index ETF worth $620K as of Q2 2026.
BCU Wealth Advisors sold 546 Vanguard Mega Cap 300 Index ETF shares in Q2 2026, an estimated $145K.
Vanguard Mega Cap 300 Index ETF made up 0.21% of BCU Wealth Advisors's portfolio in Q2 2026, its #34 holding.
BCU Wealth Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2023 and has held it in 11 quarters since.
BCU Wealth Advisors's Vanguard Mega Cap 300 Index ETF position peaked at $705K in Q4 2025.
99 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.