MW
MGC icon

Maia Wealth’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Maia Wealth’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 		$354K Buy
1,292
+3
+0.2% +$797 0.05% 265
2026
Q1 		$305K Buy
1,289
+3
+0.2% +$744 0.05% 288
2025
Q4 		$319K Buy
1,286
+3
+0.2% +$746 0.05% 270
2025
Q3 		$322K Buy
1,283
+6
+0.5% +$1.4K 0.05% 267
2025
Q2 		$287K Hold
1,277
– – 0.05% 262
2025
Q1 		$249K Buy
1,277
+4
+0.3% +$852 0.06% 259
2024
Q4 		$276K Buy
1,273
+3
+0.2% +$638 0.06% 242
2024
Q3 		$265K Buy
1,270
+13
+1% +$2.59K 0.07% 209
2024
Q2 		$256K Buy
+1,257
New +$236K 0.08% 181

Other funds holding MGC

LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Maia Wealth's MGC Position: Q2 2026 in Review

Maia Wealth increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 0.23% in Q2 2026, buying an estimated $797 and bringing the position to 1,292 shares worth $354K. The position accounts for 0.05% of the portfolio, ranked #265.

Maia Wealth first reported a position in MGC in Q2 2024 and has held it in 9 quarters since. 217 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Maia Wealth held 1,292 shares of Vanguard Mega Cap 300 Index ETF worth $354K as of Q2 2026.
  • Maia Wealth bought 3 Vanguard Mega Cap 300 Index ETF shares in Q2 2026, an estimated $797.
  • Vanguard Mega Cap 300 Index ETF made up 0.05% of Maia Wealth's portfolio in Q2 2026, its #265 holding.
  • Maia Wealth first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2024 and has held it in 9 quarters since.
  • 217 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.