Riverchase Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Riverchase Wealth Management’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	$874K	Hold	3,195	–	–	0.41%	40
2026 Q1	$755K	Hold	3,195	–	–	0.39%	39
2025 Q4	$802K	Hold	3,195	–	–	0.44%	40
2025 Q3	$780K	Hold	3,195	–	–	0.44%	40
2025 Q2	$719K	Hold	3,195	–	–	0.46%	39
2025 Q1	$643K	Hold	3,195	–	–	0.45%	38
2024 Q4	$679K	Buy	+3,195	New	+$679K	0.51%	36

Other funds holding MGC

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

VWA

VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Riverchase Wealth Management's MGC Position: Q2 2026 in Review

Riverchase Wealth Management held its Vanguard Mega Cap 300 Index ETF (MGC) position steady in Q2 2026 at 3,195 shares worth $874K. The position accounts for 0.41% of the portfolio, ranked #40.

Riverchase Wealth Management first reported a position in MGC in Q4 2024 and has held it in 7 quarters since. 174 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Riverchase Wealth Management held 3,195 shares of Vanguard Mega Cap 300 Index ETF worth $874K as of Q2 2026.
Riverchase Wealth Management left its Vanguard Mega Cap 300 Index ETF share count unchanged in Q2 2026.
Vanguard Mega Cap 300 Index ETF made up 0.41% of Riverchase Wealth Management's portfolio in Q2 2026, its #40 holding.
Riverchase Wealth Management first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2024 and has held it in 7 quarters since.
174 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.