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Crews Bank & Trust’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Crews Bank & Trust’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 		$6.32M Buy
23,110
+3,370
+17% +$895K 0.83% 24
2026
Q1 		$4.67M Buy
19,740
+2,445
+14% +$607K 0.68% 27
2025
Q4 		$4.34M Buy
17,295
+6,330
+58% +$1.57M 0.62% 31
2025
Q3 		$2.68M Buy
10,965
+10,850
+9,435% +$2.54M 0.39% 39
2025
Q2 		$25.9K Hold
115
– – ﹤0.01% 421
2025
Q1 		$23.2K Hold
115
– – ﹤0.01% 430
2024
Q4 		$24.5K Buy
+115
New +$24.4K ﹤0.01% 427

Other funds holding MGC

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
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
SC
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

Crews Bank & Trust's MGC Position: Q2 2026 in Review

Crews Bank & Trust increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 17% in Q2 2026, buying an estimated $895K and bringing the position to 23,110 shares worth $6.32M. The position accounts for 0.83% of the portfolio, ranked #24.

Crews Bank & Trust first reported a position in MGC in Q4 2024 and has held it in 7 quarters since. 96 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Crews Bank & Trust held 23,110 shares of Vanguard Mega Cap 300 Index ETF worth $6.32M as of Q2 2026.
  • Crews Bank & Trust bought 3,370 Vanguard Mega Cap 300 Index ETF shares in Q2 2026, an estimated $895K.
  • Vanguard Mega Cap 300 Index ETF made up 0.83% of Crews Bank & Trust's portfolio in Q2 2026, its #24 holding.
  • Crews Bank & Trust first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 96 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.