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Forvis Mazars Wealth Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Forvis Mazars 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
Q1 		$41.5M Sell
175,411
-12,745
-7% -$3.16M 0.79% 21
2025
Q4 		$47.3M Sell
188,156
-5,064
-3% -$1.26M 0.89% 19
2025
Q3 		$47.2M Sell
193,220
-4,661
-2% -$1.09M 0.94% 19
2025
Q2 		$44.5M Sell
197,881
-2,851
-1% -$590K 0.96% 18
2025
Q1 		$40.4M Sell
200,732
-29,455
-13% -$6.27M 0.97% 17
2024
Q4 		$49M Sell
230,187
-56,614
-20% -$12M 1.13% 15
2024
Q3 		$59.3M Sell
286,801
-4,581
-2% -$914K 1.36% 13
2024
Q2 		$57.5M Sell
291,382
-19,197
-6% -$3.61M 1.43% 13
2024
Q1 		$58M Sell
310,579
-2,981
-1% -$532K 1.47% 13
2023
Q4 		$53.1M Buy
313,560
+2,005
+0.6% +$319K 1.48% 13
2023
Q3 		$47.3M Sell
311,555
-2,602
-0.8% -$410K 1.43% 14
2023
Q2 		$49.2M Sell
314,157
-1,747
-0.6% -$258K 1.44% 11
2023
Q1 		$45.2M Buy
315,904
+110,273
+54% +$15.3M 1.48% 11
2022
Q4 		$27.2M Buy
205,631
+2,178
+1% +$291K 0.95% 19
2022
Q3 		$25.4M Sell
203,453
-16,297
-7% -$2.26M 1.03% 15
2022
Q2 		$29M Buy
219,750
+21,390
+11% +$3.06M 1.17% 12
2022
Q1 		$31.5M Sell
198,360
-4,185
-2% -$657K 1.34% 9
2021
Q4 		$34M Buy
202,545
+11,724
+6% +$1.91M 1.43% 8
2021
Q3 		$29.1M Buy
190,821
+30,034
+19% +$4.72M 1.34% 10
2021
Q2 		$24.5M Buy
160,787
+11,848
+8% +$1.75M 1.14% 15
2021
Q1 		$20.9M Buy
148,939
+19,559
+15% +$2.68M 1.04% 16
2020
Q4 		$17.3M Buy
129,380
+8,133
+7% +$1.03M 0.86% 19
2020
Q3 		$14.5M Buy
121,247
+40,157
+50% +$4.74M 0.85% 20
2020
Q2 		$8.88M Buy
+81,090
New +$8.39M 0.57% 23

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

Forvis Mazars Wealth Advisors's MGC Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 6.8% in Q1 2026, selling an estimated $3.16M and leaving 175,411 shares worth $41.5M. The position accounts for 0.79% of the portfolio, ranked #21.

Forvis Mazars Wealth Advisors first reported a position in MGC in Q2 2020 and has held it in 24 quarters since. The position peaked at $59.3M in Q3 2024. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 175,411 shares of Vanguard Mega Cap 300 Index ETF worth $41.5M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 12,745 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $3.16M.
  • Vanguard Mega Cap 300 Index ETF made up 0.79% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #21 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2020 and has held it in 24 quarters since.
  • Forvis Mazars Wealth Advisors's Vanguard Mega Cap 300 Index ETF position peaked at $59.3M in Q3 2024.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.