Mutual Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Mutual 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	$208K	Sell	880 -142	-14%	-$35.2K	﹤0.01%	1260
2025 Q4	$257K	Buy	+1,022	New	+$254K	0.01%	1147
2025 Q3	–	Sell	-901	Closed	-$209K	–	1320
2025 Q2	$209K	Buy	+901	New	+$186K	0.01%	1118
2025 Q1	–	Sell	-953	Closed	-$204K	–	1139
2024 Q4	$204K	Sell	953 -168	-15%	-$35.7K	0.01%	1023
2024 Q3	$234K	Hold	1,121	–	–	0.01%	994
2024 Q2	$220K	Buy	1,121 +16	+1%	+$3.01K	0.01%	1003
2024 Q1	$206K	Buy	+1,105	New	+$197K	0.01%	1030
2022 Q1	–	Sell	-7,494	Closed	-$1.26M	–	910
2021 Q4	$1.26M	Buy	7,494 +332	+5%	+$54.1K	0.07%	327
2021 Q3	$1.09M	Sell	7,162 -1,075	-13%	-$169K	0.06%	334
2021 Q2	$1.25M	Sell	8,237 -1,202	-13%	-$178K	0.07%	312
2021 Q1	$1.32M	Buy	9,439 +1,374	+17%	+$188K	0.09%	268
2020 Q4	$1.08M	Sell	8,065 -1,098	-12%	-$139K	0.08%	288
2020 Q3	$1.1M	Buy	9,163 +2,953	+48%	+$348K	0.1%	226
2020 Q2	$680K	Buy	+6,210	New	+$643K	0.07%	299

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 $2.74B AUM 26.51% 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

Mutual Advisors's MGC Position: Q1 2026 in Review

Mutual Advisors reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 14% in Q1 2026, selling an estimated $35.2K and leaving 880 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Mutual Advisors first reported a position in MGC in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.32M in Q1 2021. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Mutual Advisors held 880 shares of Vanguard Mega Cap 300 Index ETF worth $208K as of Q1 2026.
Mutual Advisors sold 142 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $35.2K.
Vanguard Mega Cap 300 Index ETF made up ﹤0.01% of Mutual Advisors's portfolio in Q1 2026, its #1260 holding.
Mutual Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2020 and has held it in 14 quarters since.
Mutual Advisors's Vanguard Mega Cap 300 Index ETF position peaked at $1.32M in Q1 2021.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.