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Fortress Financial Solutions’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Fortress Financial 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
2026
Q1 		$2.55M Buy
10,787
+224
+2% +$55.6K 2.66% 12
2025
Q4 		$2.65M Buy
10,563
+458
+5% +$114K 2.71% 12
2025
Q3 		$2.47M Buy
10,105
+970
+11% +$227K 2.69% 12
2025
Q2 		$2.05M Sell
9,135
-18
-0.2% -$3.73K 2.58% 11
2025
Q1 		$1.84M Buy
9,153
+110
+1% +$23.4K 2.67% 11
2024
Q4 		$1.92M Buy
+9,043
New +$1.92M 2.74% 11

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 $2.44B AUM 23.07% 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

Fortress Financial Solutions's MGC Position: Q1 2026 in Review

Fortress Financial Solutions increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 2.1% in Q1 2026, buying an estimated $55.6K and bringing the position to 10,787 shares worth $2.55M. The position accounts for 2.66% of the portfolio, ranked #12.

Fortress Financial Solutions first reported a position in MGC in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.65M in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Fortress Financial Solutions held 10,787 shares of Vanguard Mega Cap 300 Index ETF worth $2.55M as of Q1 2026.
  • Fortress Financial Solutions bought 224 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $55.6K.
  • Vanguard Mega Cap 300 Index ETF made up 2.66% of Fortress Financial Solutions's portfolio in Q1 2026, its #12 holding.
  • Fortress Financial Solutions first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2024 and has held it in 6 quarters since.
  • Fortress Financial Solutions's Vanguard Mega Cap 300 Index ETF position peaked at $2.65M in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.