Fort Sheridan Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Fort Sheridan 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 Q1	$2.02M	Buy	8,540 +13	+0.2%	+$3.23K	0.24%	76
2025 Q4	$2.14M	Buy	8,527 +343	+4%	+$85.3K	0.27%	66
2025 Q3	$2M	Buy	8,184 +1,300	+19%	+$304K	0.26%	69
2025 Q2	$1.55M	Buy	6,884 +1,716	+33%	+$355K	0.22%	78
2025 Q1	$1.04M	Buy	5,168 +198	+4%	+$42.2K	0.16%	97
2024 Q4	$1.06M	Buy	4,970 +370	+8%	+$78.7K	0.15%	100
2024 Q3	$951K	Buy	4,600 +533	+13%	+$106K	0.14%	100
2024 Q2	$802K	Buy	+4,067	New	+$765K	0.13%	108

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

Fort Sheridan Advisors's MGC Position: Q1 2026 in Review

Fort Sheridan Advisors increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 0.15% in Q1 2026, buying an estimated $3.23K and bringing the position to 8,540 shares worth $2.02M. The position accounts for 0.24% of the portfolio, ranked #76.

Fort Sheridan Advisors first reported a position in MGC in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.14M in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Fort Sheridan Advisors held 8,540 shares of Vanguard Mega Cap 300 Index ETF worth $2.02M as of Q1 2026.
Fort Sheridan Advisors bought 13 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $3.23K.
Vanguard Mega Cap 300 Index ETF made up 0.24% of Fort Sheridan Advisors's portfolio in Q1 2026, its #76 holding.
Fort Sheridan Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2024 and has held it in 8 quarters since.
Fort Sheridan Advisors's Vanguard Mega Cap 300 Index ETF position peaked at $2.14M in Q4 2025.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.