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Dynamic Advisor Solutions’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Dynamic Advisor Solutions’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 		$582K Buy
2,126
+356
+20% +$94.6K 0.02% 641
2026
Q1 		$418K Buy
1,770
+86
+5% +$21.3K 0.01% 698
2025
Q4 		$423K Buy
1,684
+146
+9% +$36.3K 0.01% 670
2025
Q3 		$375K Sell
1,538
-36
-2% -$8.42K 0.01% 707
2025
Q2 		$354K Sell
1,574
-30
-2% -$6.21K 0.01% 693
2025
Q1 		$323K Buy
+1,604
New +$342K 0.01% 688
2024
Q4 		– Sell
-3,423
Closed -$707K – 750
2024
Q3 		$707K Sell
3,423
-5,933
-63% -$1.18M 0.02% 539
2024
Q2 		$1.85M Sell
9,356
-9,383
-50% -$1.76M 0.06% 313
2024
Q1 		$3.5M Sell
18,739
-1,987
-10% -$354K 0.12% 211
2023
Q4 		$3.45M Sell
20,726
-2,183
-10% -$347K 0.13% 203
2023
Q3 		$3.48M Sell
22,909
-1,058
-4% -$167K 0.16% 168
2023
Q2 		$3.75M Sell
23,967
-203
-0.8% -$30K 0.19% 146
2023
Q1 		$3.46M Sell
24,170
-531
-2% -$73.5K 0.2% 134
2022
Q4 		$3.27M Sell
24,701
-1,750
-7% -$234K 0.22% 113
2022
Q3 		$3.3M Buy
26,451
+1,148
+5% +$159K 0.25% 94
2022
Q2 		$3.33M Buy
25,303
+904
+4% +$129K 0.26% 91
2022
Q1 		$3.88M Buy
24,399
+490
+2% +$76.9K 0.27% 84
2021
Q4 		$4.02M Sell
23,909
-532
-2% -$86.7K 0.29% 80
2021
Q3 		$3.73M Buy
24,441
+2,284
+10% +$359K 0.28% 82
2021
Q2 		$3.38M Buy
22,157
+1,325
+6% +$196K 0.27% 94
2021
Q1 		$2.92M Buy
20,832
+4,804
+30% +$658K 0.27% 95
2020
Q4 		$2.14M Buy
16,028
+7,001
+78% +$885K 0.2% 128
2020
Q3 		$1.08M Buy
9,027
+438
+5% +$51.7K 0.12% 194
2020
Q2 		$940K Buy
8,589
+3,253
+61% +$337K 0.13% 192
2020
Q1 		$485K Buy
5,336
+13
+0.2% +$1.39K 0.09% 249
2019
Q4 		$595K Buy
5,323
+2,224
+72% +$237K 0.08% 271
2019
Q3 		$320K Hold
3,099
– – 0.05% 365
2019
Q2 		$314K Buy
3,099
+210
+7% +$20.9K 0.05% 351
2019
Q1 		$282K Sell
2,889
-166
-5% -$15.6K 0.05% 314
2018
Q4 		$281K Sell
3,055
-1,373
-31% -$128K 0.06% 296
2018
Q3 		$445K Sell
4,428
-54
-1% -$5.31K 0.09% 235
2018
Q2 		$419K Buy
4,482
+163
+4% +$15.2K 0.1% 244
2018
Q1 		$391K Buy
4,319
+1,804
+72% +$170K 0.1% 217
2017
Q4 		$231K Buy
+2,515
New +$225K 0.08% 223

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

Dynamic Advisor Solutions's MGC Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 20% in Q2 2026, buying an estimated $94.6K and bringing the position to 2,126 shares worth $582K. The position accounts for 0.02% of the portfolio, ranked #641.

Dynamic Advisor Solutions first reported a position in MGC in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.02M in Q4 2021. 96 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Dynamic Advisor Solutions held 2,126 shares of Vanguard Mega Cap 300 Index ETF worth $582K as of Q2 2026.
  • Dynamic Advisor Solutions bought 356 Vanguard Mega Cap 300 Index ETF shares in Q2 2026, an estimated $94.6K.
  • Vanguard Mega Cap 300 Index ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #641 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2017 and has held it in 34 quarters since.
  • Dynamic Advisor Solutions's Vanguard Mega Cap 300 Index ETF position peaked at $4.02M in Q4 2021.
  • 96 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.