MWM
MGC icon

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

Mission Wealth 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
Q1 		$820K Hold
3,471
– – 0.02% 365
2025
Q4 		$872K Hold
3,471
– – 0.02% 362
2025
Q3 		$847K Hold
3,471
– – 0.02% 369
2025
Q2 		$781K Buy
+3,471
New +$718K 0.02% 370

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Mission Wealth Management's MGC Position: Q1 2026 in Review

Mission Wealth Management held its Vanguard Mega Cap 300 Index ETF (MGC) position steady in Q1 2026 at 3,471 shares worth $820K. The position accounts for 0.02% of the portfolio, ranked #365.

Mission Wealth Management first reported a position in MGC in Q2 2025 and has held it in 4 quarters since. The position peaked at $872K in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Mission Wealth Management held 3,471 shares of Vanguard Mega Cap 300 Index ETF worth $820K as of Q1 2026.
  • Mission Wealth Management left its Vanguard Mega Cap 300 Index ETF share count unchanged in Q1 2026.
  • Vanguard Mega Cap 300 Index ETF made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #365 holding.
  • Mission Wealth Management first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2025 and has held it in 4 quarters since.
  • Mission Wealth Management's Vanguard Mega Cap 300 Index ETF position peaked at $872K in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.