Buttonwood Financial Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Buttonwood Financial 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	$2.26M	Sell	8,270 -464	-5%	-$123K	0.69%	37
2026 Q1	$2.06M	Sell	8,734 -119	-1%	-$29.5K	0.69%	38
2025 Q4	$2.22M	Sell	8,853 -184	-2%	-$45.7K	0.74%	33
2025 Q3	$2.21M	Sell	9,037 -257	-3%	-$60.1K	0.76%	34
2025 Q2	$2.09M	Sell	9,294 -32	-0.3%	-$6.62K	0.84%	32
2025 Q1	$1.88M	Sell	9,326 -268	-3%	-$57.1K	0.83%	31
2024 Q4	$2.04M	Sell	9,594 -321	-3%	-$68.2K	0.9%	31
2024 Q3	$2.05M	Buy	9,915 +329	+3%	+$65.6K	0.89%	33
2024 Q2	$1.89M	Buy	9,586 +93	+1%	+$17.5K	0.89%	32
2024 Q1	$1.77M	Sell	9,493 -282	-3%	-$50.3K	0.83%	34
2023 Q4	$1.65M	Sell	9,775 -164	-2%	-$26.1K	0.9%	34
2023 Q3	$1.51M	Buy	9,939 +2,529	+34%	+$398K	0.96%	31
2023 Q2	$1.16M	Buy	+7,410	New	+$1.1M	0.73%	35

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

Buttonwood Financial Advisors's MGC Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 5.3% in Q2 2026, selling an estimated $123K and leaving 8,270 shares worth $2.26M. The position accounts for 0.69% of the portfolio, ranked #37.

Buttonwood Financial Advisors first reported a position in MGC in Q2 2023 and has held it in 13 quarters since. 96 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Buttonwood Financial Advisors held 8,270 shares of Vanguard Mega Cap 300 Index ETF worth $2.26M as of Q2 2026.
Buttonwood Financial Advisors sold 464 Vanguard Mega Cap 300 Index ETF shares in Q2 2026, an estimated $123K.
Vanguard Mega Cap 300 Index ETF made up 0.69% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #37 holding.
Buttonwood Financial Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2023 and has held it in 13 quarters since.
96 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.