DK
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David Kennon’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

David Kennon’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 		$3.86M Buy
16,333
+4,386
+37% +$1.09M 1.38% 17
2025
Q4 		$3M Buy
11,947
+103
+0.9% +$25.6K 1.07% 21
2025
Q3 		$2.89M Sell
11,844
-89
-0.7% -$20.8K 1.04% 21
2025
Q2 		$2.68M Buy
11,933
+82
+0.7% +$17K 1% 21
2025
Q1 		$2.39M Sell
11,851
-275
-2% -$58.6K 0.95% 22
2024
Q4 		$2.58M Buy
12,126
+42
+0.3% +$8.93K 1.02% 22
2024
Q3 		$2.5M Sell
12,084
-148
-1% -$29.5K 0.98% 22
2024
Q2 		$2.41M Buy
12,232
+289
+2% +$54.4K 1.01% 22
2024
Q1 		$2.23M Sell
11,943
-8,668
-42% -$1.55M 0.95% 22
2023
Q4 		$3.49M Sell
20,611
-554
-3% -$88.1K 1.56% 20
2023
Q3 		$3.21M Buy
21,165
+1,065
+5% +$168K 1.54% 19
2023
Q2 		$3.14M Buy
20,100
+693
+4% +$102K 1.46% 19
2023
Q1 		$2.78M Buy
19,407
+42
+0.2% +$5.81K 1.36% 20
2022
Q4 		$2.56M Sell
19,365
-1,394
-7% -$186K 1.33% 14
2022
Q3 		$2.59M Buy
+20,759
New +$2.88M 1.42% 14

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 $501B 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return