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Pacific Sun Financial’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Pacific Sun Financial’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 		$544K Buy
2,301
+105
+5% +$26.1K 0.26% 119
2025
Q4 		$552K Buy
2,196
+38
+2% +$9.45K 0.27% 111
2025
Q3 		$527K Sell
2,158
-353
-14% -$82.6K 0.25% 118
2025
Q2 		$565K Sell
2,511
-60
-2% -$12.4K 0.29% 103
2025
Q1 		$518K Buy
2,571
+30
+1% +$6.39K 0.29% 108
2024
Q4 		$540K Sell
2,541
-50
-2% -$10.6K 0.29% 106
2024
Q3 		$535K Buy
2,591
+40
+2% +$7.98K 0.3% 102
2024
Q2 		$503K Hold
2,551
– – 0.3% 105
2024
Q1 		$477K Hold
2,551
– – 0.28% 110
2023
Q4 		$432K Buy
2,551
+40
+2% +$6.36K 0.27% 111
2023
Q3 		$381K Sell
2,511
-150
-6% -$23.6K 0.26% 113
2023
Q2 		$381K Buy
+2,661
New +$393K 0.25% 116
2022
Q4 		$336K Sell
2,541
-240
-9% -$32.1K 0.24% 125
2022
Q3 		$347K Sell
2,781
-67
-2% -$9.3K 0.24% 122
2022
Q2 		$375K Buy
2,848
+552
+24% +$79K 0.25% 120
2022
Q1 		$365K Buy
2,296
+440
+24% +$69K 0.2% 128
2021
Q4 		$312K Buy
1,856
+116
+7% +$18.9K 0.17% 145
2021
Q3 		$265K Buy
+1,740
New +$273K 0.15% 154

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 $2.74B AUM 26.51% 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

Pacific Sun Financial's MGC Position: Q1 2026 in Review

Pacific Sun Financial increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 4.8% in Q1 2026, buying an estimated $26.1K and bringing the position to 2,301 shares worth $544K. The position accounts for 0.26% of the portfolio, ranked #119.

Pacific Sun Financial first reported a position in MGC in Q3 2021 and has held it in 18 quarters since. The position peaked at $565K in Q2 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Pacific Sun Financial held 2,301 shares of Vanguard Mega Cap 300 Index ETF worth $544K as of Q1 2026.
  • Pacific Sun Financial bought 105 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $26.1K.
  • Vanguard Mega Cap 300 Index ETF made up 0.26% of Pacific Sun Financial's portfolio in Q1 2026, its #119 holding.
  • Pacific Sun Financial first reported a position in Vanguard Mega Cap 300 Index ETF in Q3 2021 and has held it in 18 quarters since.
  • Pacific Sun Financial's Vanguard Mega Cap 300 Index ETF position peaked at $565K in Q2 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.