Hubbell Strickland Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Hubbell Strickland Wealth Management’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	$263K	Buy	1,112 +3	+0.3%	+$744	0.1%	68
2025 Q4	$278K	Buy	1,109 +1	+0.1%	+$249	0.11%	65
2025 Q3	$270K	Buy	1,108 +3	+0.3%	+$702	0.11%	67
2025 Q2	$248K	Hold	1,105	–	–	0.11%	68
2025 Q1	$222K	Buy	1,105 +3	+0.3%	+$639	0.11%	68
2024 Q4	$234K	Buy	1,102 +18	+2%	+$3.83K	0.11%	66
2024 Q3	$224K	Buy	1,084 +33	+3%	+$6.58K	0.1%	66
2024 Q2	$207K	Buy	+1,051	New	+$198K	0.1%	72
2024 Q1	–	Sell	-1,317	Closed	-$223K	–	80
2023 Q4	$223K	Buy	+1,317	New	+$209K	0.12%	66
2023 Q3	–	Sell	-1,336	Closed	-$209K	–	72
2023 Q2	$209K	Buy	+1,336	New	+$197K	0.12%	68
2022 Q2	–	Sell	-1,464	Closed	-$233K	–	61
2022 Q1	$233K	Buy	1,464 +92	+7%	+$14.4K	0.14%	59
2021 Q4	$231K	Buy	1,372 +9	+0.7%	+$1.47K	0.13%	61
2021 Q3	$208K	Hold	1,363	–	–	0.13%	65
2021 Q2	$208K	Buy	+1,363	New	+$202K	0.13%	66

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 $2.44B AUM 23.07% 1-Year Est. Return

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

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

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

Hubbell Strickland Wealth Management's MGC Position: Q1 2026 in Review

Hubbell Strickland Wealth Management increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 0.27% in Q1 2026, buying an estimated $744 and bringing the position to 1,112 shares worth $263K. The position accounts for 0.1% of the portfolio, ranked #68.

Hubbell Strickland Wealth Management first reported a position in MGC in Q2 2021 and has held it in 14 quarters since. The position peaked at $278K in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Hubbell Strickland Wealth Management held 1,112 shares of Vanguard Mega Cap 300 Index ETF worth $263K as of Q1 2026.
Hubbell Strickland Wealth Management bought 3 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $744.
Vanguard Mega Cap 300 Index ETF made up 0.1% of Hubbell Strickland Wealth Management's portfolio in Q1 2026, its #68 holding.
Hubbell Strickland Wealth Management first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2021 and has held it in 14 quarters since.
Hubbell Strickland Wealth Management's Vanguard Mega Cap 300 Index ETF position peaked at $278K in Q4 2025.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.