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Equita Financial Network’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Equita Financial Network’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
2025
Q2 		– Sell
-31,662
Closed -$6.38M – 85
2025
Q1 		$6.38M Hold
31,662
– – 2.23% 14
2024
Q4 		$6.73M Buy
31,662
+29
+0.1% +$6.17K 2.43% 13
2024
Q3 		$6.54M Hold
31,633
– – 2.39% 14
2024
Q2 		$6.24M Hold
31,633
– – 2.61% 13
2024
Q1 		$5.91M Hold
31,633
– – 2.65% 14
2023
Q4 		$5.36M Sell
31,633
-5,048
-14% -$803K 2.85% 15
2023
Q3 		$5.57M Buy
+36,681
New +$5.78M 3.43% 12

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Equita Financial Network's MGC Position: Q2 2025 in Review

Equita Financial Network sold out of Vanguard Mega Cap 300 Index ETF (MGC) in Q2 2025, closing a stake of 31,662 shares — an estimated $6.38M sold.

Equita Financial Network first reported a position in MGC in Q3 2023 and held it in 7 quarters. The position peaked at $6.73M in Q4 2024. 474 funds tracked by Wall St. Rank hold MGC as of Q2 2025.

  • Equita Financial Network reported no remaining Vanguard Mega Cap 300 Index ETF position as of Q2 2025 after selling out during the quarter.
  • Equita Financial Network sold 31,662 Vanguard Mega Cap 300 Index ETF shares in Q2 2025, an estimated $6.38M.
  • Equita Financial Network first reported a position in Vanguard Mega Cap 300 Index ETF in Q3 2023 and held it in 7 quarters.
  • Equita Financial Network's Vanguard Mega Cap 300 Index ETF position peaked at $6.73M in Q4 2024.
  • 474 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2025.

Based on Equita Financial Network's 13F filing for Q2 2025, filed 1 Aug 2025.