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Prospera Financial Services’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Prospera Financial 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 		$8.7M Buy
31,779
+1,827
+6% +$485K 0.13% 176
2026
Q1 		$7.08M Buy
29,952
+16,971
+131% +$4.21M 0.11% 191
2025
Q4 		$3.26M Sell
12,981
-266
-2% -$66.1K 0.05% 354
2025
Q3 		$3.23M Sell
13,247
-1,800
-12% -$421K 0.06% 352
2025
Q2 		$3.38M Buy
15,047
+685
+5% +$142K 0.06% 317
2025
Q1 		$2.89M Sell
14,362
-261
-2% -$55.6K 0.07% 303
2024
Q4 		$3.11M Buy
14,623
+1,175
+9% +$250K 0.07% 275
2024
Q3 		$2.78M Sell
13,448
-12
-0.1% -$2.39K 0.07% 285
2024
Q2 		$2.66M Buy
13,460
+12,376
+1,142% +$2.33M 0.07% 282
2024
Q1 		$203K Buy
+1,084
New +$193K 0.01% 1037
2022
Q2 		– Sell
-305
Closed -$49K – 2204
2022
Q1 		$49K Buy
+305
New +$47.9K ﹤0.01% 1392
2020
Q4 		– Sell
-305
Closed -$37K – 1206
2020
Q3 		$37K Buy
+305
New +$36K 0.01% 716

Other funds holding MGC

PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
CCM
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
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Prospera Financial Services's MGC Position: Q2 2026 in Review

Prospera Financial Services increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 6.1% in Q2 2026, buying an estimated $485K and bringing the position to 31,779 shares worth $8.7M. The position accounts for 0.13% of the portfolio, ranked #176.

Prospera Financial Services first reported a position in MGC in Q3 2020 and has held it in 12 quarters since. 94 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Prospera Financial Services held 31,779 shares of Vanguard Mega Cap 300 Index ETF worth $8.7M as of Q2 2026.
  • Prospera Financial Services bought 1,827 Vanguard Mega Cap 300 Index ETF shares in Q2 2026, an estimated $485K.
  • Vanguard Mega Cap 300 Index ETF made up 0.13% of Prospera Financial Services's portfolio in Q2 2026, its #176 holding.
  • Prospera Financial Services first reported a position in Vanguard Mega Cap 300 Index ETF in Q3 2020 and has held it in 12 quarters since.
  • 94 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.