Cerity Partners
MGC icon

Cerity Partners’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Cerity Partners’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 		$6.34M Buy
26,668
+16,255
+156% +$4.03M 0.01% 902
2025
Q4 		$2.62M Buy
10,413
+370
+4% +$92K ﹤0.01% 1256
2025
Q3 		$2.45M Buy
10,043
+79
+0.8% +$18.5K ﹤0.01% 1198
2025
Q2 		$2.24M Sell
9,964
-253
-2% -$52.4K ﹤0.01% 1163
2025
Q1 		$2.06M Buy
10,217
+81
+0.8% +$17.3K ﹤0.01% 1116
2024
Q4 		$2.16M Sell
10,136
-32
-0.3% -$6.8K ﹤0.01% 1075
2024
Q3 		$2.1M Sell
10,168
-158
-2% -$31.5K ﹤0.01% 1074
2024
Q2 		$2.04M Sell
10,326
-80
-0.8% -$15K 0.01% 910
2024
Q1 		$1.94M Sell
10,406
-243
-2% -$43.3K 0.01% 983
2023
Q4 		$1.8M Buy
+10,649
New +$1.69M 0.01% 797
2023
Q3 		– Sell
-9,852
Closed -$1.54M – 1591
2023
Q2 		$1.54M Sell
9,852
-528
-5% -$78K 0.01% 794
2023
Q1 		$1.49M Buy
10,380
+1
+0% +$138 ﹤0.01% 816
2022
Q4 		$1.37M Buy
+10,379
New +$1.39M 0.01% 611
2022
Q3 		– Sell
-7,576
Closed -$999K – 1224
2022
Q2 		$999K Sell
7,576
-624
-8% -$89.3K 0.01% 551
2022
Q1 		$1.3M Hold
8,200
– – 0.02% 400
2021
Q4 		$1.38M Buy
+8,200
New +$1.34M 0.02% 381

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

Cerity Partners's MGC Position: Q1 2026 in Review

Cerity Partners increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 156% in Q1 2026, buying an estimated $4.03M and bringing the position to 26,668 shares worth $6.34M. The position accounts for 0.01% of the portfolio, ranked #902.

Cerity Partners first reported a position in MGC in Q4 2021 and has held it in 16 quarters since. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Cerity Partners held 26,668 shares of Vanguard Mega Cap 300 Index ETF worth $6.34M as of Q1 2026.
  • Cerity Partners bought 16,255 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $4.03M.
  • Vanguard Mega Cap 300 Index ETF made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #902 holding.
  • Cerity Partners first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2021 and has held it in 16 quarters since.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.