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

Modern 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	$211K	Buy	885 +1	+0.1%	+$248	﹤0.01%	825
2025 Q4	$222K	Sell	884 -7	-0.8%	-$1.74K	﹤0.01%	782
2025 Q3	$218K	Sell	891 -29	-3%	-$6.78K	﹤0.01%	744
2025 Q2	$207K	Sell	920 -119	-11%	-$24.6K	0.01%	734
2025 Q1	$209K	Buy	1,039 +5	+0.5%	+$1.06K	0.01%	634
2024 Q4	$220K	Sell	1,034 -429	-29%	-$91.2K	0.01%	538
2024 Q3	$302K	Sell	1,463 -25	-2%	-$4.99K	0.02%	342
2024 Q2	$294K	Buy	1,488 +141	+10%	+$26.5K	0.02%	315
2024 Q1	$252K	Buy	+1,347	New	+$240K	0.02%	266

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

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

Modern Wealth Management increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 0.11% in Q1 2026, buying an estimated $248 and bringing the position to 885 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Modern Wealth Management first reported a position in MGC in Q1 2024 and has held it in 9 quarters since. The position peaked at $302K in Q3 2024. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Modern Wealth Management held 885 shares of Vanguard Mega Cap 300 Index ETF worth $211K as of Q1 2026.
Modern Wealth Management bought 1 Vanguard Mega Cap 300 Index ETF share in Q1 2026, an estimated $248.
Vanguard Mega Cap 300 Index ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #825 holding.
Modern Wealth Management first reported a position in Vanguard Mega Cap 300 Index ETF in Q1 2024 and has held it in 9 quarters since.
Modern Wealth Management's Vanguard Mega Cap 300 Index ETF position peaked at $302K in Q3 2024.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.