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Retirement Capital Strategies’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Retirement Capital Strategies’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 		$302K Hold
1,277
– – 0.11% 54
2025
Q4 		$321K Hold
1,277
– – 0.12% 60
2025
Q3 		$312K Sell
1,277
-46
-3% -$10.8K 0.12% 56
2025
Q2 		$298K Sell
1,323
-12,361
-90% -$2.56M 0.12% 57
2025
Q1 		$2.76M Sell
13,684
-132
-1% -$28.1K 1.08% 25
2024
Q4 		$2.94M Sell
13,816
-1
-0% -$213 1.11% 24
2024
Q3 		$2.85M Sell
13,817
-266
-2% -$53.1K 1.12% 22
2024
Q2 		$2.78M Buy
14,083
+142
+1% +$26.7K 1.11% 22
2024
Q1 		$2.61M Sell
13,941
-125
-0.9% -$22.3K 1.07% 25
2023
Q4 		$2.38M Buy
14,066
+975
+7% +$155K 1.03% 21
2023
Q3 		$1.99M Buy
13,091
+363
+3% +$57.2K 0.93% 22
2023
Q2 		$1.99M Buy
+12,728
New +$1.88M 0.92% 23

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 $501B 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return