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Fiduciary Advisors Inc’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Fiduciary Advisors Inc’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 		$5.65M Buy
23,904
+1,158
+5% +$287K 4.25% 9
2025
Q4 		$5.71M Buy
22,746
+108
+0.5% +$26.8K 4.35% 9
2025
Q3 		$5.53M Sell
22,638
-1,354
-6% -$317K 4.46% 9
2025
Q2 		$5.4M Buy
23,992
+561
+2% +$116K 4.75% 7
2025
Q1 		$4.72M Buy
23,431
+70
+0.3% +$14.9K 4.66% 8
2024
Q4 		$4.97M Buy
+23,361
New +$4.97M 5% 8

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 $2.44B AUM 23.07% 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

Fiduciary Advisors Inc's MGC Position: Q1 2026 in Review

Fiduciary Advisors Inc increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 5.1% in Q1 2026, buying an estimated $287K and bringing the position to 23,904 shares worth $5.65M. The position accounts for 4.25% of the portfolio, ranked #9.

Fiduciary Advisors Inc first reported a position in MGC in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.71M in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Fiduciary Advisors Inc held 23,904 shares of Vanguard Mega Cap 300 Index ETF worth $5.65M as of Q1 2026.
  • Fiduciary Advisors Inc bought 1,158 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $287K.
  • Vanguard Mega Cap 300 Index ETF made up 4.25% of Fiduciary Advisors Inc's portfolio in Q1 2026, its #9 holding.
  • Fiduciary Advisors Inc first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2024 and has held it in 6 quarters since.
  • Fiduciary Advisors Inc's Vanguard Mega Cap 300 Index ETF position peaked at $5.71M in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q1 2026, filed 16 Apr 2026.