HPC
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Hobart Private Capital’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Hobart Private Capital’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 		$486K Sell
1,777
-1,509
-46% -$401K 0.08% 94
2026
Q1 		$777K Sell
3,286
-47,072
-93% -$11.7M 0.15% 76
2025
Q4 		$12.6M Buy
50,358
+40
+0.1% +$9.94K 2.47% 13
2025
Q3 		$12.3M Buy
50,318
+25,450
+102% +$5.95M 2.57% 13
2025
Q2 		$5.59M Buy
24,868
+5,747
+30% +$1.19M 1.27% 25
2025
Q1 		$3.85M Buy
19,121
+17,807
+1,355% +$3.79M 0.96% 28
2024
Q4 		$279K Sell
1,314
-233
-15% -$49.5K 0.07% 81
2024
Q3 		$320K Sell
1,547
-29
-2% -$5.79K 0.08% 69
2024
Q2 		$311K Sell
1,576
-104
-6% -$19.6K 0.09% 65
2024
Q1 		$314K Sell
1,680
-25,146
-94% -$4.49M 0.1% 61
2023
Q4 		$4.54M Buy
+26,826
New +$4.27M 1.5% 20

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PA
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AC
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EWM
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PWM
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CCM
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Wealth Enhancement Advisory Services
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CA
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PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return