Penobscot Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Penobscot Wealth Management’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	$255K	Buy	+931	New	+$247K	0.07%	103

Other funds holding MGC

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

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

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

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Penobscot Wealth Management's MGC Position: Q2 2026 in Review

Penobscot Wealth Management opened a new position in Vanguard Mega Cap 300 Index ETF (MGC) in Q2 2026: 931 shares worth $255K. The stake represents 0.07% of the portfolio and ranks #103 among its holdings.

96 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Penobscot Wealth Management held 931 shares of Vanguard Mega Cap 300 Index ETF worth $255K as of Q2 2026.
Vanguard Mega Cap 300 Index ETF was a new Penobscot Wealth Management position in Q2 2026.
Vanguard Mega Cap 300 Index ETF made up 0.07% of Penobscot Wealth Management's portfolio in Q2 2026, its #103 holding.
96 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.