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Brooklyn FI’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Brooklyn FI’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 		$2.15M Buy
9,090
+2,637
+41% +$654K 0.45% 41
2025
Q4 		$1.62M Buy
6,453
+42
+0.7% +$10.4K 0.35% 42
2025
Q3 		$1.57M Buy
6,411
+2,470
+63% +$578K 0.35% 42
2025
Q2 		$886K Sell
3,941
-16,853
-81% -$3.49M 0.23% 46
2025
Q1 		$1.5M Buy
20,794
+18,286
+729% +$3.89M 0.46% 34
2024
Q4 		$533K Sell
2,508
-18
-0.7% -$3.83K 0.18% 41
2024
Q3 		$522K Buy
2,526
+949
+60% +$189K 0.18% 42
2024
Q2 		$311K Buy
+1,577
New +$297K 0.12% 47

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

Brooklyn FI's MGC Position: Q1 2026 in Review

Brooklyn FI increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 41% in Q1 2026, buying an estimated $654K and bringing the position to 9,090 shares worth $2.15M. The position accounts for 0.45% of the portfolio, ranked #41.

Brooklyn FI first reported a position in MGC in Q2 2024 and has held it in 8 quarters since. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Brooklyn FI held 9,090 shares of Vanguard Mega Cap 300 Index ETF worth $2.15M as of Q1 2026.
  • Brooklyn FI bought 2,637 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $654K.
  • Vanguard Mega Cap 300 Index ETF made up 0.45% of Brooklyn FI's portfolio in Q1 2026, its #41 holding.
  • Brooklyn FI first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2024 and has held it in 8 quarters since.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Brooklyn FI's 13F filing for Q1 2026, filed 11 May 2026.