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Financial Freedom LLC’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Financial Freedom LLC’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 		$2.39M Buy
10,119
+991
+11% +$246K 1.19% 26
2025
Q4 		$2.29M Sell
9,128
-761
-8% -$189K 1.14% 29
2025
Q3 		$2.41M Sell
9,889
-308
-3% -$72K 1.2% 25
2025
Q2 		$2.29M Buy
10,197
+60
+0.6% +$12.4K 1.24% 23
2025
Q1 		$2.04M Buy
10,137
+46
+0.5% +$9.8K 1.17% 23
2024
Q4 		$2.15M Buy
10,091
+784
+8% +$167K 1.13% 26
2024
Q3 		$1.92M Buy
9,307
+496
+6% +$99K 1.02% 29
2024
Q2 		$1.74M Buy
8,811
+561
+7% +$106K 0.99% 27
2024
Q1 		$1.54M Buy
8,250
+627
+8% +$112K 0.91% 27
2023
Q4 		$1.29M Sell
7,623
-102
-1% -$16.2K 0.82% 30
2023
Q3 		$1.17M Sell
7,725
-87
-1% -$13.7K 0.83% 27
2023
Q2 		$1.22M Buy
7,812
+248
+3% +$36.6K 0.86% 24
2023
Q1 		$1.08M Buy
7,564
+16
+0.2% +$2.21K 0.79% 26
2022
Q4 		$999K Buy
+7,548
New +$1.01M 0.67% 25

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

Financial Freedom LLC's MGC Position: Q1 2026 in Review

Financial Freedom LLC increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 11% in Q1 2026, buying an estimated $246K and bringing the position to 10,119 shares worth $2.39M. The position accounts for 1.19% of the portfolio, ranked #26.

Financial Freedom LLC first reported a position in MGC in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.41M in Q3 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Financial Freedom LLC held 10,119 shares of Vanguard Mega Cap 300 Index ETF worth $2.39M as of Q1 2026.
  • Financial Freedom LLC bought 991 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $246K.
  • Vanguard Mega Cap 300 Index ETF made up 1.19% of Financial Freedom LLC's portfolio in Q1 2026, its #26 holding.
  • Financial Freedom LLC first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2022 and has held it in 14 quarters since.
  • Financial Freedom LLC's Vanguard Mega Cap 300 Index ETF position peaked at $2.41M in Q3 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.