Keystone Financial Group (Kentucky)’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Keystone Financial Group (Kentucky)’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	$387K	Buy	1,637 +10	+0.6%	+$2.48K	0.03%	345
2025 Q4	$409K	Sell	1,627 -39	-2%	-$9.7K	0.03%	290
2025 Q3	$407K	Buy	1,666 +46	+3%	+$10.8K	0.03%	265
2025 Q2	$364K	Buy	1,620 +145	+10%	+$30K	0.03%	277
2025 Q1	$297K	Sell	1,475 -49	-3%	-$10.4K	0.03%	295
2024 Q4	$324K	Buy	1,524 +65	+4%	+$13.8K	0.03%	280
2024 Q3	$301K	Buy	+1,459	New	+$291K	0.04%	276
2024 Q2	–	Sell	-1,236	Closed	-$231K	–	245
2024 Q1	$231K	Buy	+1,236	New	+$220K	0.03%	304

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

Keystone Financial Group (Kentucky)'s MGC Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 0.61% in Q1 2026, buying an estimated $2.48K and bringing the position to 1,637 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #345.

Keystone Financial Group (Kentucky) first reported a position in MGC in Q1 2024 and has held it in 8 quarters since. The position peaked at $409K in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Keystone Financial Group (Kentucky) held 1,637 shares of Vanguard Mega Cap 300 Index ETF worth $387K as of Q1 2026.
Keystone Financial Group (Kentucky) bought 10 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $2.48K.
Vanguard Mega Cap 300 Index ETF made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #345 holding.
Keystone Financial Group (Kentucky) first reported a position in Vanguard Mega Cap 300 Index ETF in Q1 2024 and has held it in 8 quarters since.
Keystone Financial Group (Kentucky)'s Vanguard Mega Cap 300 Index ETF position peaked at $409K in Q4 2025.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.