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

Heritage 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 		$83K Sell
351
-115
-25% -$28.5K ﹤0.01% 271
2025
Q4 		$117K Sell
466
-60
-11% -$14.9K ﹤0.01% 256
2025
Q3 		$128K Hold
526
– – 0.01% 234
2025
Q2 		$118K Hold
526
– – 0.01% 233
2025
Q1 		$106K Buy
+526
New +$112K 0.01% 238

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

Heritage Wealth Advisors's MGC Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 25% in Q1 2026, selling an estimated $28.5K and leaving 351 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Heritage Wealth Advisors first reported a position in MGC in Q1 2025 and has held it in 5 quarters since. The position peaked at $128K in Q3 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Heritage Wealth Advisors held 351 shares of Vanguard Mega Cap 300 Index ETF worth $83K as of Q1 2026.
  • Heritage Wealth Advisors sold 115 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $28.5K.
  • Vanguard Mega Cap 300 Index ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #271 holding.
  • Heritage Wealth Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q1 2025 and has held it in 5 quarters since.
  • Heritage Wealth Advisors's Vanguard Mega Cap 300 Index ETF position peaked at $128K in Q3 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.