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Hershey Financial Advisers’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Hershey Financial Advisers’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 		– Sell
-4,296
Closed -$1.08M – 97
2025
Q4 		$1.08M Buy
+4,296
New +$1.07M 0.91% 50
2024
Q2 		$35.5K Buy
+180
New +$33.9K 0.03% 80

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

Hershey Financial Advisers's MGC Position: Q1 2026 in Review

Hershey Financial Advisers sold out of Vanguard Mega Cap 300 Index ETF (MGC) in Q1 2026, closing a stake of 4,296 shares — an estimated $1.08M sold.

Hershey Financial Advisers first reported a position in MGC in Q2 2024 and held it in 2 quarters. The position peaked at $1.08M in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Hershey Financial Advisers reported no remaining Vanguard Mega Cap 300 Index ETF position as of Q1 2026 after selling out during the quarter.
  • Hershey Financial Advisers sold 4,296 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $1.08M.
  • Hershey Financial Advisers first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2024 and held it in 2 quarters.
  • Hershey Financial Advisers's Vanguard Mega Cap 300 Index ETF position peaked at $1.08M in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.