Empirical Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Empirical Wealth Management’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	$26.7M	Buy	97,516 +8,097	+9%	+$2.15M	0.39%	48
2026 Q1	$21.1M	Buy	89,419 +3,661	+4%	+$909K	0.37%	51
2025 Q4	$21.5M	Buy	85,758 +2,666	+3%	+$663K	0.38%	45
2025 Q3	$20.3M	Buy	83,092 +10,383	+14%	+$2.43M	0.41%	46
2025 Q2	$16.4M	Buy	72,709 +1,992	+3%	+$412K	0.37%	53
2025 Q1	$14.2M	Buy	70,717 +777	+1%	+$165K	0.37%	53
2024 Q4	$14.9M	Buy	69,940 +4,267	+6%	+$907K	0.4%	50
2024 Q3	$13.6M	Buy	65,673 +8,331	+15%	+$1.66M	0.38%	56
2024 Q2	$11.3M	Buy	57,342 +3,959	+7%	+$745K	0.34%	60
2024 Q1	$9.98M	Buy	53,383 +6,730	+14%	+$1.2M	0.3%	69
2023 Q4	$7.9M	Buy	46,653 +6,991	+18%	+$1.11M	0.26%	79
2023 Q3	$6.02M	Buy	39,662 +7,056	+22%	+$1.11M	0.24%	87
2023 Q2	$5.1M	Buy	32,606 +7,334	+29%	+$1.08M	0.21%	97
2023 Q1	$3.62M	Buy	25,272 +1,460	+6%	+$202K	0.16%	105
2022 Q4	$3.15M	Buy	23,812 +3,381	+17%	+$452K	0.15%	110
2022 Q3	$2.55M	Buy	20,431 +2,304	+13%	+$320K	0.13%	111
2022 Q2	$2.39M	Sell	18,127 -10,280	-36%	-$1.47M	0.13%	112
2022 Q1	$4.52M	Sell	28,407 -861	-3%	-$135K	0.23%	75
2021 Q4	$4.92M	Sell	29,268 -2,542	-8%	-$414K	0.25%	71
2021 Q3	$4.85M	Buy	31,810 +486	+2%	+$76.4K	0.28%	65
2021 Q2	$4.77M	Buy	31,324 +2,220	+8%	+$328K	0.29%	60
2021 Q1	$4.08M	Buy	29,104 +12,626	+77%	+$1.73M	0.33%	55
2020 Q4	$2.2M	Buy	16,478 +6,818	+71%	+$862K	0.17%	87
2020 Q3	$1.16M	Buy	9,660 +6,544	+210%	+$772K	0.1%	130
2020 Q2	$341K	Buy	+3,116	New	+$322K	0.03%	263

Other funds holding MGC

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Empirical Wealth Management's MGC Position: Q2 2026 in Review

Empirical Wealth Management increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 9.1% in Q2 2026, buying an estimated $2.15M and bringing the position to 97,516 shares worth $26.7M. The position accounts for 0.39% of the portfolio, ranked #48.

Empirical Wealth Management first reported a position in MGC in Q2 2020 and has held it in 25 quarters since. 233 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Empirical Wealth Management held 97,516 shares of Vanguard Mega Cap 300 Index ETF worth $26.7M as of Q2 2026.
Empirical Wealth Management bought 8,097 Vanguard Mega Cap 300 Index ETF shares in Q2 2026, an estimated $2.15M.
Vanguard Mega Cap 300 Index ETF made up 0.39% of Empirical Wealth Management's portfolio in Q2 2026, its #48 holding.
Empirical Wealth Management first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2020 and has held it in 25 quarters since.
233 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.