CMP
MGC icon

Coston McIsaac & Partners’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Coston McIsaac & 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 		$16K Hold
69
– – ﹤0.01% 505
2025
Q4 		$17K Hold
69
– – ﹤0.01% 491
2025
Q3 		$16K Hold
69
– – ﹤0.01% 477
2025
Q2 		$15K Hold
69
– – ﹤0.01% 470
2025
Q1 		$13K Hold
69
– – ﹤0.01% 464
2024
Q4 		$14K Hold
69
– – ﹤0.01% 443
2024
Q3 		$14 Hold
69
– – ﹤0.01% 445
2024
Q2 		$13K Hold
69
– – ﹤0.01% 435
2024
Q1 		$12K Hold
69
– – ﹤0.01% 454
2023
Q4 		$11K Buy
+69
New +$11K ﹤0.01% 464

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