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

National Wealth Management Group’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 		– Sell
-1,568
Closed -$394K – 242
2025
Q4 		$394K Buy
1,568
+40
+3% +$9.94K 0.14% 150
2025
Q3 		$373K Buy
1,528
+96
+7% +$22.5K 0.14% 163
2025
Q2 		$322K Buy
1,432
+262
+22% +$54.2K 0.18% 124
2025
Q1 		$236K Sell
1,170
-18
-2% -$3.83K 0.15% 129
2024
Q4 		$253K Buy
+1,188
New +$253K 0.17% 119

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

National Wealth Management Group's MGC Position: Q1 2026 in Review

National Wealth Management Group sold out of Vanguard Mega Cap 300 Index ETF (MGC) in Q1 2026, closing a stake of 1,568 shares — an estimated $394K sold.

National Wealth Management Group first reported a position in MGC in Q4 2024 and held it in 5 quarters. The position peaked at $394K in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • National Wealth Management Group reported no remaining Vanguard Mega Cap 300 Index ETF position as of Q1 2026 after selling out during the quarter.
  • National Wealth Management Group sold 1,568 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $394K.
  • National Wealth Management Group first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2024 and held it in 5 quarters.
  • National Wealth Management Group's Vanguard Mega Cap 300 Index ETF position peaked at $394K in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.