Integrated Advisors Network’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Integrated Advisors Network’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	–	Sell	-9,602	Closed	-$2.41M	–	745
2025 Q4	$2.41M	Buy	9,602 +19	+0.2%	+$4.72K	0.11%	198
2025 Q3	$2.34M	Buy	9,583 +4,470	+87%	+$1.05M	0.1%	222
2025 Q2	$1.15M	Buy	5,113 +1,789	+54%	+$370K	0.05%	323
2025 Q1	$669K	Buy	+3,324	New	+$708K	0.03%	396

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

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

Integrated Advisors Network's MGC Position: Q1 2026 in Review

Integrated Advisors Network sold out of Vanguard Mega Cap 300 Index ETF (MGC) in Q1 2026, closing a stake of 9,602 shares — an estimated $2.41M sold.

Integrated Advisors Network first reported a position in MGC in Q1 2025 and held it in 4 quarters. The position peaked at $2.41M in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Integrated Advisors Network reported no remaining Vanguard Mega Cap 300 Index ETF position as of Q1 2026 after selling out during the quarter.
Integrated Advisors Network sold 9,602 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $2.41M.
Integrated Advisors Network first reported a position in Vanguard Mega Cap 300 Index ETF in Q1 2025 and held it in 4 quarters.
Integrated Advisors Network's Vanguard Mega Cap 300 Index ETF position peaked at $2.41M in Q4 2025.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.