RiverFront Investment Group’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

RiverFront Investment Group’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	$6.42M	Sell	27,156 -457,985	-94%	-$114M	0.1%	88
2025 Q4	$122M	Buy	485,141 +3,019	+0.6%	+$751K	2.01%	21
2025 Q3	$118M	Buy	482,122 +5,987	+1%	+$1.4M	2.07%	20
2025 Q2	$107M	Buy	476,135 +474,578	+30,480%	+$98.2M	2.09%	18
2025 Q1	$314K	Hold	1,557	–	–	0.01%	233
2024 Q4	$331K	Buy	+1,557	New	+$331K	0.01%	196

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 $2.44B AUM 23.07% 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

RiverFront Investment Group's MGC Position: Q1 2026 in Review

RiverFront Investment Group reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 94% in Q1 2026, selling an estimated $114M and leaving 27,156 shares worth $6.42M. The position accounts for 0.1% of the portfolio, ranked #88.

RiverFront Investment Group first reported a position in MGC in Q4 2024 and has held it in 6 quarters since. The position peaked at $122M in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

RiverFront Investment Group held 27,156 shares of Vanguard Mega Cap 300 Index ETF worth $6.42M as of Q1 2026.
RiverFront Investment Group sold 457,985 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $114M.
Vanguard Mega Cap 300 Index ETF made up 0.1% of RiverFront Investment Group's portfolio in Q1 2026, its #88 holding.
RiverFront Investment Group first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2024 and has held it in 6 quarters since.
RiverFront Investment Group's Vanguard Mega Cap 300 Index ETF position peaked at $122M in Q4 2025.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.