NBT Bank’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

NBT Bank’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	$88.4K	Buy	374 +123	+49%	+$30.5K	0.01%	447
2025 Q4	$93.9K	Buy	251 +7	+3%	+$1.74K	0.01%	437
2025 Q3	$91.3K	Sell	244 -130	-35%	-$30.4K	0.01%	437
2025 Q2	$84.1K	Hold	374	–	–	0.01%	440
2025 Q1	$75.3K	Hold	374	–	–	0.01%	453
2024 Q4	$79.5K	Hold	374	–	–	0.01%	456
2024 Q3	$77.3K	Hold	374	–	–	0.01%	472
2024 Q2	$73.8K	Hold	374	–	–	0.01%	388
2024 Q1	$69.9K	Hold	374	–	–	0.01%	393
2023 Q4	$63.3K	Buy	+374	New	+$59.5K	0.01%	397

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

NBT Bank's MGC Position: Q1 2026 in Review

NBT Bank increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 49% in Q1 2026, buying an estimated $30.5K and bringing the position to 374 shares worth $88.4K. The position accounts for 0.01% of the portfolio, ranked #447.

NBT Bank first reported a position in MGC in Q4 2023 and has held it in 10 quarters since. The position peaked at $93.9K in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

NBT Bank held 374 shares of Vanguard Mega Cap 300 Index ETF worth $88.4K as of Q1 2026.
NBT Bank bought 123 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $30.5K.
Vanguard Mega Cap 300 Index ETF made up 0.01% of NBT Bank's portfolio in Q1 2026, its #447 holding.
NBT Bank first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2023 and has held it in 10 quarters since.
NBT Bank's Vanguard Mega Cap 300 Index ETF position peaked at $93.9K in Q4 2025.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.