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Financial Synergies Wealth Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Financial Synergies Wealth Advisors’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 		$573K Buy
2,094
+4
+0.2% +$1.06K 0.05% 80
2026
Q1 		$494K Sell
2,090
-39
-2% -$9.68K 0.05% 83
2025
Q4 		$535K Buy
2,129
+7
+0.3% +$1.74K 0.05% 71
2025
Q3 		$518K Buy
2,122
+2
+0.1% +$468 0.05% 64
2025
Q2 		$477K Hold
2,120
– – 0.05% 66
2025
Q1 		$427K Buy
2,120
+4
+0.2% +$852 0.05% 58
2024
Q4 		$450K Sell
2,116
-408
-16% -$86.7K 0.06% 56
2024
Q3 		$522K Sell
2,524
-52
-2% -$10.4K 0.06% 55
2024
Q2 		$508K Sell
2,576
-2
-0.1% -$376 0.07% 52
2024
Q1 		$482K Sell
2,578
-129
-5% -$23K 0.06% 54
2023
Q4 		$358K Sell
2,707
-3
-0.1% -$477 0.06% 56
2023
Q3 		$412K Buy
2,710
+8
+0.3% +$1.26K 0.06% 57
2023
Q2 		$423K Sell
2,702
-12
-0.4% -$1.77K 0.06% 56
2023
Q1 		$388K Buy
2,714
+7
+0.3% +$969 0.06% 56
2022
Q4 		$358K Buy
2,707
+19
+0.7% +$2.54K 0.06% 56
2022
Q3 		$336K Hold
2,688
– – 0.06% 56
2022
Q2 		$354K Buy
2,688
+620
+30% +$88.8K 0.06% 56
2022
Q1 		$329K Buy
2,068
+4
+0.2% +$628 0.05% 49
2021
Q4 		$347K Sell
2,064
-179
-8% -$29.2K 0.05% 55
2021
Q3 		$342K Hold
2,243
– – 0.05% 54
2021
Q2 		$342K Buy
2,243
+6
+0.3% +$887 0.05% 50
2021
Q1 		$314K Sell
2,237
-115
-5% -$15.8K 0.05% 49
2020
Q4 		$314K Sell
2,352
-31
-1% -$3.92K 0.05% 47
2020
Q3 		$286K Sell
2,383
-3,614
-60% -$426K 0.07% 52
2020
Q2 		$656K Buy
+5,997
New +$620K 0.22% 30

Other funds holding MGC

LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
PA
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
AC
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Financial Synergies Wealth Advisors's MGC Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 0.19% in Q2 2026, buying an estimated $1.06K and bringing the position to 2,094 shares worth $573K. The position accounts for 0.05% of the portfolio, ranked #80.

Financial Synergies Wealth Advisors first reported a position in MGC in Q2 2020 and has held it in 25 quarters since. The position peaked at $656K in Q2 2020. 223 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Financial Synergies Wealth Advisors held 2,094 shares of Vanguard Mega Cap 300 Index ETF worth $573K as of Q2 2026.
  • Financial Synergies Wealth Advisors bought 4 Vanguard Mega Cap 300 Index ETF shares in Q2 2026, an estimated $1.06K.
  • Vanguard Mega Cap 300 Index ETF made up 0.05% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #80 holding.
  • Financial Synergies Wealth Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2020 and has held it in 25 quarters since.
  • Financial Synergies Wealth Advisors's Vanguard Mega Cap 300 Index ETF position peaked at $656K in Q2 2020.
  • 223 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.