Optivise Advisory Services’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Optivise Advisory Services’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	$778K	Buy	2,841 +6	+0.2%	+$1.59K	0.39%	70
2026 Q1	$670K	Buy	2,835 +24	+0.9%	+$5.96K	0.41%	70
2025 Q4	$706K	Buy	2,811 +197	+8%	+$49K	0.41%	70
2025 Q3	$638K	Sell	2,614 -225	-8%	-$52.6K	0.38%	69
2025 Q2	$639K	Buy	2,839 +166	+6%	+$34.4K	0.33%	78
2025 Q1	$538K	Sell	2,673 -865	-24%	-$184K	0.3%	79
2024 Q4	$752K	Sell	3,538 -9,207	-72%	-$1.96M	0.41%	68
2024 Q3	$2.63M	Buy	12,745 +9,550	+299%	+$1.91M	1.39%	11
2024 Q2	$630K	Buy	+3,195	New	+$601K	0.34%	67

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

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

VWA

VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Optivise Advisory Services's MGC Position: Q2 2026 in Review

Optivise Advisory Services increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 0.21% in Q2 2026, buying an estimated $1.59K and bringing the position to 2,841 shares worth $778K. The position accounts for 0.39% of the portfolio, ranked #70.

Optivise Advisory Services first reported a position in MGC in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.63M in Q3 2024. 181 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Optivise Advisory Services held 2,841 shares of Vanguard Mega Cap 300 Index ETF worth $778K as of Q2 2026.
Optivise Advisory Services bought 6 Vanguard Mega Cap 300 Index ETF shares in Q2 2026, an estimated $1.59K.
Vanguard Mega Cap 300 Index ETF made up 0.39% of Optivise Advisory Services's portfolio in Q2 2026, its #70 holding.
Optivise Advisory Services first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's Vanguard Mega Cap 300 Index ETF position peaked at $2.63M in Q3 2024.
181 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.