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River Wealth Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

River Wealth 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 		$511K Hold
2,163
– – 0.06% 150
2025
Q4 		$543K Sell
2,163
-50
-2% -$12.4K 0.06% 146
2025
Q3 		$540K Hold
2,213
– – 0.06% 150
2025
Q2 		$498K Hold
2,213
– – 0.06% 152
2025
Q1 		$446K Sell
2,213
-50
-2% -$10.6K 0.06% 155
2024
Q4 		$481K Sell
2,263
-50
-2% -$10.6K 0.06% 154
2024
Q3 		$478K Hold
2,313
– – 0.06% 149
2024
Q2 		$456K Hold
2,313
– – 0.07% 143
2024
Q1 		$432K Hold
2,313
– – 0.06% 145
2023
Q4 		$392K Hold
2,313
– – 0.06% 152
2023
Q3 		$351K Sell
2,313
-450
-16% -$70.9K 0.06% 161
2023
Q2 		$432K Hold
2,763
– – 0.07% 153
2023
Q1 		$395K Sell
2,763
-2,333
-46% -$323K 0.07% 162
2022
Q4 		$675K Buy
5,096
+2,712
+114% +$362K 0.13% 129
2022
Q3 		$298K Sell
2,384
-291
-11% -$40.4K 0.06% 171
2022
Q2 		$353K Buy
2,675
+800
+43% +$115K 0.07% 170
2022
Q1 		$298K Sell
1,875
-582
-24% -$91.3K 0.05% 189
2021
Q4 		$413K Hold
2,457
– – 0.06% 165
2021
Q3 		$374K Hold
2,457
– – 0.06% 170
2021
Q2 		$374K Sell
2,457
-800
-25% -$118K 0.07% 172
2021
Q1 		$457K Hold
3,257
– – 0.09% 153
2020
Q4 		$435K Sell
3,257
-400
-11% -$50.6K 0.09% 151
2020
Q3 		$438K Buy
+3,657
New +$432K 0.11% 137

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 $2.74B AUM 26.51% 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

River Wealth Advisors's MGC Position: Q1 2026 in Review

River Wealth Advisors held its Vanguard Mega Cap 300 Index ETF (MGC) position steady in Q1 2026 at 2,163 shares worth $511K. The position accounts for 0.06% of the portfolio, ranked #150.

River Wealth Advisors first reported a position in MGC in Q3 2020 and has held it in 23 quarters since. The position peaked at $675K in Q4 2022. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • River Wealth Advisors held 2,163 shares of Vanguard Mega Cap 300 Index ETF worth $511K as of Q1 2026.
  • River Wealth Advisors left its Vanguard Mega Cap 300 Index ETF share count unchanged in Q1 2026.
  • Vanguard Mega Cap 300 Index ETF made up 0.06% of River Wealth Advisors's portfolio in Q1 2026, its #150 holding.
  • River Wealth Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q3 2020 and has held it in 23 quarters since.
  • River Wealth Advisors's Vanguard Mega Cap 300 Index ETF position peaked at $675K in Q4 2022.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.