Onyx Bridge Wealth Group’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Onyx Bridge Wealth 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 Q2	$261K	Hold	954	–	–	0.02%	327
2026 Q1	$225K	Hold	954	–	–	0.02%	325
2025 Q4	$240K	Hold	954	–	–	0.03%	313
2025 Q3	$233K	Hold	954	–	–	0.03%	314
2025 Q2	$215K	Buy	+954	New	+$197K	0.03%	278
2025 Q1	–	Sell	-956	Closed	-$203K	–	304
2024 Q4	$203K	Buy	+956	New	+$203K	0.03%	262
2022 Q1	–	Sell	-1,233	Closed	-$209K	–	170
2021 Q4	$209K	Buy	+1,233	New	+$201K	0.07%	148

Other funds holding MGC

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Onyx Bridge Wealth Group's MGC Position: Q2 2026 in Review

Onyx Bridge Wealth Group held its Vanguard Mega Cap 300 Index ETF (MGC) position steady in Q2 2026 at 954 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #327.

Onyx Bridge Wealth Group first reported a position in MGC in Q4 2021 and has held it in 7 quarters since. 217 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Onyx Bridge Wealth Group held 954 shares of Vanguard Mega Cap 300 Index ETF worth $261K as of Q2 2026.
Onyx Bridge Wealth Group left its Vanguard Mega Cap 300 Index ETF share count unchanged in Q2 2026.
Vanguard Mega Cap 300 Index ETF made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #327 holding.
Onyx Bridge Wealth Group first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2021 and has held it in 7 quarters since.
217 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.