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

Hilltop 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 		$2.79M Sell
11,818
-223
-2% -$55.3K 1.67% 15
2025
Q4 		$3.02M Sell
12,041
-80
-0.7% -$19.9K 1.52% 21
2025
Q3 		$2.96M Sell
12,121
-294
-2% -$68.8K 1.54% 20
2025
Q2 		$2.79M Sell
12,415
-71
-0.6% -$14.7K 1.57% 16
2025
Q1 		$2.51M Sell
12,486
-1,149
-8% -$245K 1.42% 17
2024
Q4 		$2.9M Sell
13,635
-221
-2% -$47K 1.47% 16
2024
Q3 		$2.86M Sell
13,856
-280
-2% -$55.9K 1.34% 17
2024
Q2 		$2.79M Sell
14,136
-202
-1% -$38K 1.4% 16
2024
Q1 		$2.68M Sell
14,338
-226
-2% -$40.3K 1.37% 18
2023
Q4 		$2.47M Sell
14,564
-354
-2% -$56.3K 1.41% 17
2023
Q3 		$2.27M Sell
14,918
-92
-0.6% -$14.5K 1.75% 14
2023
Q2 		$2.35M Sell
15,010
-221
-1% -$32.7K 1.73% 13
2023
Q1 		$2.18M Sell
15,231
-374
-2% -$51.8K 1.75% 13
2022
Q4 		$2.07M Sell
15,605
-406
-3% -$54.2K 1.75% 13
2022
Q3 		$2M Sell
16,011
-88
-0.5% -$12.2K 2.05% 14
2022
Q2 		$2.12M Sell
16,099
-241
-1% -$34.5K 2.07% 11
2022
Q1 		$2.6M Sell
16,340
-11,800
-42% -$1.85M 2.21% 10
2021
Q4 		$4.73M Sell
28,140
-60
-0.2% -$9.78K 3.28% 11
2021
Q3 		$4.3M Sell
28,200
-770
-3% -$121K 3.02% 11
2021
Q2 		$4.41M Sell
28,970
-226
-0.8% -$33.4K 3.12% 11
2021
Q1 		$4.09M Sell
29,196
-1,549
-5% -$212K 3.13% 11
2020
Q4 		$4.1M Sell
30,745
-504
-2% -$63.7K 3.65% 10
2020
Q3 		$3.75M Sell
31,249
-624
-2% -$73.6K 3.79% 10
2020
Q2 		$3.49M Sell
31,873
-5,956
-16% -$616K 3.82% 10
2020
Q1 		$3.44M Buy
37,829
+2,841
+8% +$303K 4.2% 7
2019
Q4 		$3.91M Buy
+34,988
New +$3.74M 4.05% 7

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

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

Hilltop Wealth Advisors reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 1.9% in Q1 2026, selling an estimated $55.3K and leaving 11,818 shares worth $2.79M. The position accounts for 1.67% of the portfolio, ranked #15.

Hilltop Wealth Advisors first reported a position in MGC in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.73M in Q4 2021. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Hilltop Wealth Advisors held 11,818 shares of Vanguard Mega Cap 300 Index ETF worth $2.79M as of Q1 2026.
  • Hilltop Wealth Advisors sold 223 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $55.3K.
  • Vanguard Mega Cap 300 Index ETF made up 1.67% of Hilltop Wealth Advisors's portfolio in Q1 2026, its #15 holding.
  • Hilltop Wealth Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2019 and has held it in 26 quarters since.
  • Hilltop Wealth Advisors's Vanguard Mega Cap 300 Index ETF position peaked at $4.73M in Q4 2021.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.