Resurgent Financial Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Resurgent Financial Advisors’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	$228K	Sell	965 -29	-3%	-$7.2K	0.08%	229
2025 Q4	$250K	Sell	994 -7	-0.7%	-$1.74K	0.13%	185
2025 Q3	$244K	Sell	1,001 -3	-0.3%	-$702	0.12%	186
2025 Q2	$226K	Buy	+1,004	New	+$208K	0.12%	175
2024 Q1	–	Sell	-337	Closed	-$57K	–	369
2023 Q4	$57K	Sell	337 -5	-1%	-$795	0.04%	313
2023 Q3	$51.9K	Sell	342 -20	-6%	-$3.15K	0.04%	323
2023 Q2	$56.6K	Sell	362 -1	-0.3%	-$148	0.04%	316
2023 Q1	$52K	Buy	363 +1	+0.3%	+$138	0.03%	325
2022 Q4	$47.9K	Buy	+362	New	+$48.4K	0.03%	431

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Resurgent Financial Advisors's MGC Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 2.9% in Q1 2026, selling an estimated $7.2K and leaving 965 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #229.

Resurgent Financial Advisors first reported a position in MGC in Q4 2022 and has held it in 9 quarters since. The position peaked at $250K in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Resurgent Financial Advisors held 965 shares of Vanguard Mega Cap 300 Index ETF worth $228K as of Q1 2026.
Resurgent Financial Advisors sold 29 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $7.2K.
Vanguard Mega Cap 300 Index ETF made up 0.08% of Resurgent Financial Advisors's portfolio in Q1 2026, its #229 holding.
Resurgent Financial Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2022 and has held it in 9 quarters since.
Resurgent Financial Advisors's Vanguard Mega Cap 300 Index ETF position peaked at $250K in Q4 2025.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.