NA
MGC icon

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

NewEdge 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 		$2.66M Buy
11,266
+3,648
+48% +$905K 0.01% 955
2025
Q4 		$1.91M Buy
7,618
+1,561
+26% +$388K 0.01% 1094
2025
Q3 		$1.48M Sell
6,057
-187
-3% -$43.7K 0.01% 1169
2025
Q2 		$1.4M Sell
6,244
-1,087
-15% -$225K 0.01% 1103
2025
Q1 		$1.48M Sell
7,331
-2,019
-22% -$430K 0.01% 996
2024
Q4 		$1.99M Buy
9,350
+377
+4% +$80.1K 0.01% 831
2024
Q3 		$1.85M Sell
8,973
-384
-4% -$76.6K 0.01% 827
2024
Q2 		$1.85M Sell
9,357
-168
-2% -$31.6K 0.01% 788
2024
Q1 		$1.78M Buy
9,525
+6,360
+201% +$1.13M 0.02% 742
2023
Q4 		$542K Buy
3,165
+1,667
+111% +$265K 0.01% 1242
2023
Q3 		$227K Sell
1,498
-120
-7% -$18.9K ﹤0.01% 1577
2023
Q2 		$253K Sell
1,618
-16
-1% -$2.36K ﹤0.01% 1532
2023
Q1 		$233K Sell
1,634
-1,101
-40% -$152K ﹤0.01% 1480
2022
Q4 		$354K Buy
+2,735
New +$365K 0.01% 931
2022
Q1 		– Sell
-1,435
Closed -$242K – 1431
2021
Q4 		$242K Buy
+1,435
New +$234K ﹤0.01% 1432

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

NewEdge Advisors's MGC Position: Q1 2026 in Review

NewEdge Advisors increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 48% in Q1 2026, buying an estimated $905K and bringing the position to 11,266 shares worth $2.66M. The position accounts for 0.01% of the portfolio, ranked #955.

NewEdge Advisors first reported a position in MGC in Q4 2021 and has held it in 15 quarters since. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • NewEdge Advisors held 11,266 shares of Vanguard Mega Cap 300 Index ETF worth $2.66M as of Q1 2026.
  • NewEdge Advisors bought 3,648 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $905K.
  • Vanguard Mega Cap 300 Index ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #955 holding.
  • NewEdge Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2021 and has held it in 15 quarters since.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.