First Western Trust Bank’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

First Western Trust Bank’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	$234K	Sell	991 -238	-19%	-$59.1K	0.01%	191
2025 Q4	$309K	Buy	1,229 +271	+28%	+$67.4K	0.02%	162
2025 Q3	$234K	Hold	958	–	–	0.01%	178
2025 Q2	$215K	Buy	+958	New	+$198K	0.01%	187
2025 Q1	–	Sell	-958	Closed	-$204K	–	198
2024 Q4	$204K	Sell	958 -308	-24%	-$65.5K	0.01%	194
2024 Q3	$262K	Sell	1,266 -5	-0.4%	-$998	0.01%	176
2024 Q2	$251K	Hold	1,271	–	–	0.01%	168
2024 Q1	$238K	Hold	1,271	–	–	0.01%	184
2023 Q4	$215K	Buy	+1,271	New	+$202K	0.01%	190

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

First Western Trust Bank's MGC Position: Q1 2026 in Review

First Western Trust Bank reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 19% in Q1 2026, selling an estimated $59.1K and leaving 991 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #191.

First Western Trust Bank first reported a position in MGC in Q4 2023 and has held it in 9 quarters since. The position peaked at $309K in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

First Western Trust Bank held 991 shares of Vanguard Mega Cap 300 Index ETF worth $234K as of Q1 2026.
First Western Trust Bank sold 238 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $59.1K.
Vanguard Mega Cap 300 Index ETF made up 0.01% of First Western Trust Bank's portfolio in Q1 2026, its #191 holding.
First Western Trust Bank first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2023 and has held it in 9 quarters since.
First Western Trust Bank's Vanguard Mega Cap 300 Index ETF position peaked at $309K in Q4 2025.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.