Focus Partners Advisor Solutions’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Focus Partners Advisor Solutions’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
2025 Q4	–	Sell	-1,421	Closed	-$353K	–	1201
2025 Q3	$353K	Buy	1,421 +145	+11%	+$33.9K	﹤0.01%	848
2025 Q2	$287K	Buy	+1,276	New	+$264K	﹤0.01%	881

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Focus Partners Advisor Solutions's MGC Position: Q4 2025 in Review

Focus Partners Advisor Solutions sold out of Vanguard Mega Cap 300 Index ETF (MGC) in Q4 2025, closing a stake of 1,421 shares — an estimated $353K sold.

Focus Partners Advisor Solutions first reported a position in MGC in Q2 2025 and held it in 2 quarters. The position peaked at $353K in Q3 2025. 525 funds tracked by Wall St. Rank hold MGC as of Q4 2025.

Focus Partners Advisor Solutions reported no remaining Vanguard Mega Cap 300 Index ETF position as of Q4 2025 after selling out during the quarter.
Focus Partners Advisor Solutions sold 1,421 Vanguard Mega Cap 300 Index ETF shares in Q4 2025, an estimated $353K.
Focus Partners Advisor Solutions first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2025 and held it in 2 quarters.
Focus Partners Advisor Solutions's Vanguard Mega Cap 300 Index ETF position peaked at $353K in Q3 2025.
525 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q4 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2025, filed 11 Feb 2026.