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&Partners’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

&Partners’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 		$3.92M Sell
16,571
-531
-3% -$132K 0.02% 611
2025
Q4 		$4.3M Sell
17,102
-638
-4% -$159K 0.02% 551
2025
Q3 		$4.33M Sell
17,740
-1,637
-8% -$383K 0.03% 477
2025
Q2 		$4.36M Buy
+19,377
New +$4.01M 0.03% 405

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

&Partners's MGC Position: Q1 2026 in Review

&Partners reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 3.1% in Q1 2026, selling an estimated $132K and leaving 16,571 shares worth $3.92M. The position accounts for 0.02% of the portfolio, ranked #611.

&Partners first reported a position in MGC in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.36M in Q2 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • &Partners held 16,571 shares of Vanguard Mega Cap 300 Index ETF worth $3.92M as of Q1 2026.
  • &Partners sold 531 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $132K.
  • Vanguard Mega Cap 300 Index ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #611 holding.
  • &Partners first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2025 and has held it in 4 quarters since.
  • &Partners's Vanguard Mega Cap 300 Index ETF position peaked at $4.36M in Q2 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.