EH
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Equitable Holdings’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Equitable Holdings’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 		$748K Buy
2,977
+229
+8% +$56.8K ﹤0.01% 1087
2025
Q4 		$690K Buy
2,748
+416
+18% +$103K ﹤0.01% 1000
2025
Q3 		$569K Buy
2,332
+554
+31% +$130K ﹤0.01% 1033
2025
Q2 		$400K Sell
1,778
-32
-2% -$6.62K ﹤0.01% 1082
2025
Q1 		$364K Buy
1,810
+661
+58% +$141K ﹤0.01% 1025
2024
Q4 		$244K Sell
1,149
-246
-18% -$52.3K ﹤0.01% 1126
2024
Q3 		$288K Sell
1,395
-107
-7% -$21.4K ﹤0.01% 1054
2024
Q2 		$296K Sell
1,502
-1,398
-48% -$263K ﹤0.01% 995
2024
Q1 		$542K Buy
2,900
+1,240
+75% +$221K 0.01% 780
2023
Q4 		$281K Buy
+1,660
New +$264K ﹤0.01% 960

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 $530B AUM 22.01% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Equitable Holdings's MGC Position: Q1 2026 in Review

Equitable Holdings increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 8.3% in Q1 2026, buying an estimated $56.8K and bringing the position to 2,977 shares worth $748K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Equitable Holdings first reported a position in MGC in Q4 2023 and has held it in 10 quarters since. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Equitable Holdings held 2,977 shares of Vanguard Mega Cap 300 Index ETF worth $748K as of Q1 2026.
  • Equitable Holdings bought 229 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $56.8K.
  • Vanguard Mega Cap 300 Index ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1087 holding.
  • Equitable Holdings first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2023 and has held it in 10 quarters since.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.