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HB Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

HB Wealth Management’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 		$14M Hold
59,355
– – 0.09% 116
2025
Q4 		$14.9M Hold
59,355
– – 0.1% 112
2025
Q3 		$14.5M Buy
59,355
+1,605
+3% +$375K 0.1% 111
2025
Q2 		$13M Hold
57,750
– – 0.1% 106
2025
Q1 		$11.6M Buy
57,750
+2,748
+5% +$585K 0.1% 115
2024
Q4 		$11.7M Buy
55,002
+147
+0.3% +$31.2K 0.12% 86
2024
Q3 		$11.3M Buy
54,855
+313
+0.6% +$62.5K 0.12% 85
2024
Q2 		$10.8M Hold
54,542
– – 0.13% 81
2024
Q1 		$10.2M Buy
54,542
+3,726
+7% +$665K 0.13% 83
2023
Q4 		$8.6M Sell
50,816
-714
-1% -$114K 0.12% 89
2023
Q3 		$7.83M Buy
51,530
+113
+0.2% +$17.8K 0.13% 85
2023
Q2 		$8.04M Buy
51,417
+178
+0.3% +$26.3K 0.13% 85
2023
Q1 		$7.33M Buy
51,239
+178
+0.3% +$24.6K 0.13% 85
2022
Q4 		$6.76M Sell
51,061
-125
-0.2% -$16.7K 0.12% 91
2022
Q3 		$6.39M Buy
51,186
+62
+0.1% +$8.61K 0.14% 79
2022
Q2 		$6.74M Hold
51,124
– – 0.14% 79
2022
Q1 		$8.13M Buy
51,124
+373
+0.7% +$58.5K 0.15% 67
2021
Q4 		$8.53M Buy
+50,751
New +$8.28M 0.17% 46

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

HB Wealth Management's MGC Position: Q1 2026 in Review

HB Wealth Management held its Vanguard Mega Cap 300 Index ETF (MGC) position steady in Q1 2026 at 59,355 shares worth $14M. The position accounts for 0.09% of the portfolio, ranked #116.

HB Wealth Management first reported a position in MGC in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.9M in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • HB Wealth Management held 59,355 shares of Vanguard Mega Cap 300 Index ETF worth $14M as of Q1 2026.
  • HB Wealth Management left its Vanguard Mega Cap 300 Index ETF share count unchanged in Q1 2026.
  • Vanguard Mega Cap 300 Index ETF made up 0.09% of HB Wealth Management's portfolio in Q1 2026, its #116 holding.
  • HB Wealth Management first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Vanguard Mega Cap 300 Index ETF position peaked at $14.9M in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.