Mesirow Financial Investment Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Mesirow Financial Investment Management’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	$39.7M	Buy	145,226 +12,653	+10%	+$3.36M	0.62%	39
2026 Q1	$31.3M	Buy	132,573 +24,837	+23%	+$6.16M	0.51%	51
2025 Q4	$27.1M	Sell	107,736 -21,552	-17%	-$5.36M	0.56%	46
2025 Q3	$31.6M	Buy	129,288 +22,445	+21%	+$5.25M	0.56%	43
2025 Q2	$24M	Buy	106,843 +1,665	+2%	+$345K	0.47%	57
2025 Q1	$21.2M	Buy	105,178 +2,159	+2%	+$460K	0.41%	63
2024 Q4	$21.9M	Sell	103,019 -93,929	-48%	-$20M	0.44%	60
2024 Q3	$40.7M	Buy	196,948 +98,974	+101%	+$19.7M	0.79%	28
2024 Q2	$19.3M	Sell	97,974 -61	-0.1%	-$11.5K	0.44%	58
2024 Q1	$18.3M	Buy	98,035 +9,152	+10%	+$1.63M	0.42%	63
2023 Q4	$15M	Buy	+88,883	New	+$14.1M	0.55%	42

Other funds holding MGC

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

VWA

VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Mesirow Financial Investment Management's MGC Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 9.5% in Q2 2026, buying an estimated $3.36M and bringing the position to 145,226 shares worth $39.7M. The position accounts for 0.62% of the portfolio, ranked #39.

Mesirow Financial Investment Management first reported a position in MGC in Q4 2023 and has held it in 11 quarters since. The position peaked at $40.7M in Q3 2024. 197 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Mesirow Financial Investment Management held 145,226 shares of Vanguard Mega Cap 300 Index ETF worth $39.7M as of Q2 2026.
Mesirow Financial Investment Management bought 12,653 Vanguard Mega Cap 300 Index ETF shares in Q2 2026, an estimated $3.36M.
Vanguard Mega Cap 300 Index ETF made up 0.62% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #39 holding.
Mesirow Financial Investment Management first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's Vanguard Mega Cap 300 Index ETF position peaked at $40.7M in Q3 2024.
197 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.