CA
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Clune & Associates’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Clune & Associates’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 		$357K Sell
1,303
-2
-0.2% -$531 0.05% 135
2026
Q1 		$308K Hold
1,305
– – 0.06% 138
2025
Q4 		$328K Buy
+1,305
New +$324K 0.07% 129
2025
Q3 		– Sell
-1,305
Closed -$293K – 161
2025
Q2 		$293K Buy
+1,305
New +$270K 0.08% 123

Other funds holding MGC

LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

Clune & Associates's MGC Position: Q2 2026 in Review

Clune & Associates reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 0.15% in Q2 2026, selling an estimated $531 and leaving 1,303 shares worth $357K. The position accounts for 0.05% of the portfolio, ranked #135.

Clune & Associates first reported a position in MGC in Q2 2025 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Clune & Associates held 1,303 shares of Vanguard Mega Cap 300 Index ETF worth $357K as of Q2 2026.
  • Clune & Associates sold 2 Vanguard Mega Cap 300 Index ETF shares in Q2 2026, an estimated $531.
  • Vanguard Mega Cap 300 Index ETF made up 0.05% of Clune & Associates's portfolio in Q2 2026, its #135 holding.
  • Clune & Associates first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2025 and has held it in 4 quarters since.
  • 126 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.