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Moneta Group Investment Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Moneta Group Investment Advisors’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 		$7.93M Sell
33,536
-835
-2% -$207K 0.06% 122
2025
Q4 		$8.63M Sell
34,371
-306
-0.9% -$76.1K 0.07% 117
2025
Q3 		$8.46M Buy
34,677
+171
+0.5% +$40K 0.07% 119
2025
Q2 		$7.76M Buy
34,506
+742
+2% +$154K 0.09% 112
2025
Q1 		$6.8M Buy
33,764
+9,411
+39% +$2M 0.09% 111
2024
Q4 		$5.18M Buy
24,353
+464
+2% +$98.6K 0.07% 125
2024
Q3 		$4.94M Sell
23,889
-106
-0.4% -$21.2K 0.07% 128
2024
Q2 		$4.73M Sell
23,995
-237
-1% -$44.6K 0.08% 126
2024
Q1 		$4.53M Sell
24,232
-1,250
-5% -$223K 0.07% 132
2023
Q4 		$4.31M Sell
25,482
-286
-1% -$45.5K 0.09% 117
2023
Q3 		$3.91M Sell
25,768
-3,006
-10% -$473K 0.09% 119
2023
Q2 		$4.5M Sell
28,774
-5,752
-17% -$850K 0.1% 110
2023
Q1 		$4.94M Buy
34,526
+1,178
+4% +$163K 0.12% 100
2022
Q4 		$4.68M Sell
33,348
-2,480
-7% -$331K 0.13% 99
2022
Q3 		$4.47M Buy
35,828
+34,370
+2,357% +$4.77M 0.17% 88
2022
Q2 		$4.95M Sell
1,458
-31,477
-96% -$4.51M 0.17% 91
2022
Q1 		$5.24M Buy
32,935
+28,382
+623% +$4.45M 0.21% 83
2021
Q4 		$5.4M Sell
4,553
-27,667
-86% -$4.51M 0.22% 76
2021
Q3 		$4.91M Sell
32,220
-181
-0.6% -$28.4K 0.23% 74
2021
Q2 		$4.94M Sell
32,401
-402
-1% -$59.5K 0.23% 82
2021
Q1 		$4.6M Buy
32,803
+1,788
+6% +$245K 0.24% 77
2020
Q4 		$4.14M Sell
31,015
-653
-2% -$82.6K 0.3% 68
2020
Q3 		$3.8M Buy
31,668
+3,655
+13% +$431K 0.33% 61
2020
Q2 		$3.07M Sell
28,013
-3,040
-10% -$315K 0.29% 66
2020
Q1 		$2.82M Buy
31,053
+22,657
+270% +$2.42M 0.29% 65
2019
Q4 		$938K Sell
8,396
-3
-0% -$320 0.08% 125
2019
Q3 		$866K Buy
+8,399
New +$859K 0.08% 131

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 $2.74B AUM 26.51% 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

Moneta Group Investment Advisors's MGC Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 2.4% in Q1 2026, selling an estimated $207K and leaving 33,536 shares worth $7.93M. The position accounts for 0.06% of the portfolio, ranked #122.

Moneta Group Investment Advisors first reported a position in MGC in Q3 2019 and has held it in 27 quarters since. The position peaked at $8.63M in Q4 2025. 506 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Moneta Group Investment Advisors held 33,536 shares of Vanguard Mega Cap 300 Index ETF worth $7.93M as of Q1 2026.
  • Moneta Group Investment Advisors sold 835 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $207K.
  • Vanguard Mega Cap 300 Index ETF made up 0.06% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #122 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q3 2019 and has held it in 27 quarters since.
  • Moneta Group Investment Advisors's Vanguard Mega Cap 300 Index ETF position peaked at $8.63M in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.