Johnson Financial Group Inc (Wisconsin)’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$11.8K	Hold	50	–	–	﹤0.01%	620
2025 Q4	$12.6K	Hold	50	–	–	﹤0.01%	641
2025 Q3	$12.2K	Hold	50	–	–	﹤0.01%	755
2025 Q2	$11.3K	Hold	50	–	–	﹤0.01%	599
2025 Q1	$10.1K	Hold	50	–	–	﹤0.01%	766
2024 Q4	$10.9K	Hold	50	–	–	﹤0.01%	642
2024 Q3	$10.3K	Hold	50	–	–	﹤0.01%	676
2024 Q2	$9.9K	Hold	50	–	–	﹤0.01%	579
2024 Q1	$9.34K	Hold	50	–	–	﹤0.01%	564
2023 Q4	$8.46K	Hold	50	–	–	﹤0.01%	676
2023 Q3	$7.59K	Hold	50	–	–	﹤0.01%	544
2023 Q2	$7.82K	Hold	50	–	–	﹤0.01%	556
2023 Q1	$7.16K	Buy	+50	New	+$6.92K	﹤0.01%	538
2022 Q3	–	Sell	-50	Closed	-$7K	–	724
2022 Q2	$7K	Hold	50	–	–	﹤0.01%	554
2022 Q1	$8K	Hold	50	–	–	﹤0.01%	591
2021 Q4	$8K	Hold	50	–	–	﹤0.01%	622
2021 Q3	$8K	Hold	50	–	–	﹤0.01%	554
2021 Q2	$8K	Hold	50	–	–	﹤0.01%	575
2021 Q1	$7K	Buy	+50	New	+$6.85K	﹤0.01%	564

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

Johnson Financial Group Inc (Wisconsin)'s MGC Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Vanguard Mega Cap 300 Index ETF (MGC) position steady in Q1 2026 at 50 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Johnson Financial Group Inc (Wisconsin) first reported a position in MGC in Q1 2021 and has held it in 19 quarters since. The position peaked at $12.6K in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) held 50 shares of Vanguard Mega Cap 300 Index ETF worth $11.8K as of Q1 2026.
Johnson Financial Group Inc (Wisconsin) left its Vanguard Mega Cap 300 Index ETF share count unchanged in Q1 2026.
Vanguard Mega Cap 300 Index ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #620 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Vanguard Mega Cap 300 Index ETF in Q1 2021 and has held it in 19 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Vanguard Mega Cap 300 Index ETF position peaked at $12.6K in Q4 2025.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.