HF Advisory Group’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

HF Advisory Group’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	$3.72M	Sell	13,596 -37	-0.3%	-$9.83K	1.15%	30
2026 Q1	$3.22M	Sell	13,633 -183	-1%	-$45.4K	1.1%	29
2025 Q4	$3.47M	Buy	13,816 +271	+2%	+$67.4K	1.21%	22
2025 Q3	$3.31M	Sell	13,545 -170	-1%	-$39.8K	1.21%	22
2025 Q2	$3.08M	Sell	13,715 -160	-1%	-$33.1K	1.22%	24
2025 Q1	$2.79M	Sell	13,875 -30	-0.2%	-$6.39K	1.22%	20
2024 Q4	$2.96M	Buy	13,905 +5	+0%	+$1.06K	1.36%	15
2024 Q3	$2.87M	Sell	13,900 -1,144	-8%	-$228K	1.33%	13
2024 Q2	$2.97M	Buy	15,044 +1,134	+8%	+$213K	1.53%	11
2024 Q1	$2.6M	Sell	13,910 -60	-0.4%	-$10.7K	1.45%	12
2023 Q4	$2.36M	Buy	13,970 +503	+4%	+$80K	1.51%	12
2023 Q3	$2.05M	Sell	13,467 -436	-3%	-$68.7K	1.52%	13
2023 Q2	$2.18M	Buy	13,903 +58	+0.4%	+$8.57K	1.72%	12
2023 Q1	$1.98M	Buy	13,845 +214	+2%	+$29.6K	1.76%	12
2022 Q4	$1.8M	Buy	+13,631	New	+$1.82M	1.82%	11

Other funds holding MGC

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HF Advisory Group's MGC Position: Q2 2026 in Review

HF Advisory Group reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 0.27% in Q2 2026, selling an estimated $9.83K and leaving 13,596 shares worth $3.72M. The position accounts for 1.15% of the portfolio, ranked #30.

HF Advisory Group first reported a position in MGC in Q4 2022 and has held it in 15 quarters since. 96 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

HF Advisory Group held 13,596 shares of Vanguard Mega Cap 300 Index ETF worth $3.72M as of Q2 2026.
HF Advisory Group sold 37 Vanguard Mega Cap 300 Index ETF shares in Q2 2026, an estimated $9.83K.
Vanguard Mega Cap 300 Index ETF made up 1.15% of HF Advisory Group's portfolio in Q2 2026, its #30 holding.
HF Advisory Group first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2022 and has held it in 15 quarters since.
96 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.