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

HHM 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
2025 Q4	–	Sell	-33	Closed	-$8.05K	–	875
2025 Q3	$8.05K	Buy	+33	New	+$7.72K	﹤0.01%	667
2024 Q4	–	Sell	-210	Closed	-$43.4K	–	1034
2024 Q3	$43.4K	Hold	210	–	–	0.01%	360
2024 Q2	$41.4K	Hold	210	–	–	0.01%	363
2024 Q1	$39.2K	Hold	210	–	–	0.01%	329
2023 Q4	$35.5K	Hold	210	–	–	0.01%	336
2023 Q3	$31.9K	Hold	210	–	–	0.01%	335
2023 Q2	$32.9K	Hold	210	–	–	0.01%	350
2023 Q1	$30.1K	Hold	210	–	–	0.01%	355
2022 Q4	$27.8K	Hold	210	–	–	0.01%	323
2022 Q3	$26K	Hold	210	–	–	0.01%	317
2022 Q2	$28K	Hold	210	–	–	0.01%	369
2022 Q1	$33K	Hold	210	–	–	0.01%	364
2021 Q4	$35K	Hold	210	–	–	0.01%	352
2021 Q3	$32K	Hold	210	–	–	0.01%	353
2021 Q2	$32K	Hold	210	–	–	0.01%	345
2021 Q1	$29K	Buy	+210	New	+$28.8K	0.01%	338

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 $2.74B AUM 26.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HHM Wealth Advisors's MGC Position: Q4 2025 in Review

HHM Wealth Advisors sold out of Vanguard Mega Cap 300 Index ETF (MGC) in Q4 2025, closing a stake of 33 shares — an estimated $8.05K sold.

HHM Wealth Advisors first reported a position in MGC in Q1 2021 and held it in 16 quarters. The position peaked at $43.4K in Q3 2024. 525 funds tracked by Wall St. Rank hold MGC as of Q4 2025.

HHM Wealth Advisors reported no remaining Vanguard Mega Cap 300 Index ETF position as of Q4 2025 after selling out during the quarter.
HHM Wealth Advisors sold 33 Vanguard Mega Cap 300 Index ETF shares in Q4 2025, an estimated $8.05K.
HHM Wealth Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q1 2021 and held it in 16 quarters.
HHM Wealth Advisors's Vanguard Mega Cap 300 Index ETF position peaked at $43.4K in Q3 2024.
525 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.