PS
MGC icon

Principal Securities’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Principal Securities’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 		$398K Buy
1,685
+179
+12% +$44.4K 0.01% 1078
2025
Q4 		$378K Buy
1,506
+165
+12% +$41K 0.01% 1043
2025
Q3 		$327K Sell
1,341
-103
-7% -$24.1K 0.01% 1086
2025
Q2 		$325K Buy
1,444
+240
+20% +$49.7K 0.01% 1037
2025
Q1 		$256K Hold
1,204
– – 0.01% 1033
2024
Q4 		$256K Buy
1,204
+549
+84% +$117K 0.01% 1031
2024
Q3 		$135K Buy
655
+138
+27% +$27.5K ﹤0.01% 1252
2024
Q2 		$102K Hold
517
– – ﹤0.01% 1321
2024
Q1 		$96.6K Buy
517
+191
+59% +$34.1K ﹤0.01% 1289
2023
Q4 		$55.2K Buy
+326
New +$51.8K ﹤0.01% 1438

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

Principal Securities's MGC Position: Q1 2026 in Review

Principal Securities increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 12% in Q1 2026, buying an estimated $44.4K and bringing the position to 1,685 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #1078.

Principal Securities first reported a position in MGC in Q4 2023 and has held it in 10 quarters since. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Principal Securities held 1,685 shares of Vanguard Mega Cap 300 Index ETF worth $398K as of Q1 2026.
  • Principal Securities bought 179 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $44.4K.
  • Vanguard Mega Cap 300 Index ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #1078 holding.
  • Principal Securities first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2023 and has held it in 10 quarters since.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.