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Gladwyn Financial Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Gladwyn Financial 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
Q2 		$1.68K Hold
6
– – ﹤0.01% 81
2026
Q1 		$1.45K Hold
6
– – ﹤0.01% 85
2025
Q4 		$1.54K Hold
6
– – ﹤0.01% 86
2025
Q3 		$1.49K Hold
6
– – ﹤0.01% 84
2025
Q2 		$1.37K Buy
+6
New +$1.24K ﹤0.01% 81

Other funds holding MGC

LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gladwyn Financial Advisors's MGC Position: Q2 2026 in Review

Gladwyn Financial Advisors held its Vanguard Mega Cap 300 Index ETF (MGC) position steady in Q2 2026 at 6 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #81.

Gladwyn Financial Advisors first reported a position in MGC in Q2 2025 and has held it in 5 quarters since. 174 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Gladwyn Financial Advisors held 6 shares of Vanguard Mega Cap 300 Index ETF worth $1.68K as of Q2 2026.
  • Gladwyn Financial Advisors left its Vanguard Mega Cap 300 Index ETF share count unchanged in Q2 2026.
  • Vanguard Mega Cap 300 Index ETF made up ﹤0.01% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #81 holding.
  • Gladwyn Financial Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 174 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.