Hardy Reed’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Hardy Reed’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	$2.22M	Hold	9,400	–	–	0.16%	57
2025 Q4	$2.36M	Hold	9,400	–	–	0.17%	56
2025 Q3	$2.29M	Hold	9,400	–	–	0.17%	54
2025 Q2	$2.11M	Hold	9,400	–	–	0.17%	55
2025 Q1	$1.89M	Hold	9,400	–	–	0.17%	58
2024 Q4	$2M	Hold	9,400	–	–	0.18%	55
2024 Q3	$1.94M	Hold	9,400	–	–	0.17%	58
2024 Q2	$1.85M	Buy	+9,400	New	+$1.77M	0.19%	56

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

Hardy Reed's MGC Position: Q1 2026 in Review

Hardy Reed held its Vanguard Mega Cap 300 Index ETF (MGC) position steady in Q1 2026 at 9,400 shares worth $2.22M. The position accounts for 0.16% of the portfolio, ranked #57.

Hardy Reed first reported a position in MGC in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.36M in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Hardy Reed held 9,400 shares of Vanguard Mega Cap 300 Index ETF worth $2.22M as of Q1 2026.
Hardy Reed left its Vanguard Mega Cap 300 Index ETF share count unchanged in Q1 2026.
Vanguard Mega Cap 300 Index ETF made up 0.16% of Hardy Reed's portfolio in Q1 2026, its #57 holding.
Hardy Reed first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2024 and has held it in 8 quarters since.
Hardy Reed's Vanguard Mega Cap 300 Index ETF position peaked at $2.36M in Q4 2025.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.