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

Clearstead 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 Q1	$391K	Hold	1,655	–	–	﹤0.01%	774
2025 Q4	$416K	Hold	1,655	–	–	0.01%	707
2025 Q3	$404K	Hold	1,655	–	–	0.01%	693
2025 Q2	$372K	Hold	1,655	–	–	0.01%	690
2025 Q1	$333K	Hold	1,655	–	–	0.01%	680
2024 Q4	$352K	Sell	1,655 -28	-2%	-$5.95K	0.01%	672
2024 Q3	$348K	Hold	1,683	–	–	0.01%	669
2024 Q2	$332K	Buy	+1,683	New	+$317K	0.01%	645
2020 Q3	–	Sell	-56	Closed	-$6K	–	913
2020 Q2	$6K	Hold	56	–	–	﹤0.01%	653
2020 Q1	$5K	Buy	+56	New	+$5.97K	﹤0.01%	646

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Clearstead Advisors's MGC Position: Q1 2026 in Review

Clearstead Advisors held its Vanguard Mega Cap 300 Index ETF (MGC) position steady in Q1 2026 at 1,655 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Clearstead Advisors first reported a position in MGC in Q1 2020 and has held it in 10 quarters since. The position peaked at $416K in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Clearstead Advisors held 1,655 shares of Vanguard Mega Cap 300 Index ETF worth $391K as of Q1 2026.
Clearstead Advisors left its Vanguard Mega Cap 300 Index ETF share count unchanged in Q1 2026.
Vanguard Mega Cap 300 Index ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #774 holding.
Clearstead Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q1 2020 and has held it in 10 quarters since.
Clearstead Advisors's Vanguard Mega Cap 300 Index ETF position peaked at $416K in Q4 2025.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.