Measured Wealth Private Client Group’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Measured Wealth Private Client Group’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	$2.46K	Sell	10 -13	-57%	-$3.23K	﹤0.01%	635
2025 Q4	$5.87K	Buy	23 +13	+130%	+$3.23K	﹤0.01%	595
2025 Q3	$2.52K	Buy	+10	New	+$2.34K	﹤0.01%	632
2018 Q4	–	Sell	-303	Closed	-$30K	–	459
2018 Q3	$30K	Buy	+303	New	+$29.8K	0.02%	453

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

Measured Wealth Private Client Group's MGC Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 57% in Q1 2026, selling an estimated $3.23K and leaving 10 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Measured Wealth Private Client Group first reported a position in MGC in Q3 2018 and has held it in 4 quarters since. The position peaked at $30K in Q3 2018. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Measured Wealth Private Client Group held 10 shares of Vanguard Mega Cap 300 Index ETF worth $2.46K as of Q1 2026.
Measured Wealth Private Client Group sold 13 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $3.23K.
Vanguard Mega Cap 300 Index ETF made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #635 holding.
Measured Wealth Private Client Group first reported a position in Vanguard Mega Cap 300 Index ETF in Q3 2018 and has held it in 4 quarters since.
Measured Wealth Private Client Group's Vanguard Mega Cap 300 Index ETF position peaked at $30K in Q3 2018.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.