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Root Financial Partners’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Root Financial Partners’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 		$5.44K Sell
23
-881
-97% -$219K ﹤0.01% 1919
2025
Q4 		$227K Sell
904
-19
-2% -$4.72K 0.01% 276
2025
Q3 		$225K Sell
923
-333
-27% -$77.9K 0.01% 263
2025
Q2 		$283K Buy
+1,256
New +$260K 0.03% 191

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 $2.44B AUM 23.07% 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

Root Financial Partners's MGC Position: Q1 2026 in Review

Root Financial Partners reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 97% in Q1 2026, selling an estimated $219K and leaving 23 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Root Financial Partners first reported a position in MGC in Q2 2025 and has held it in 4 quarters since. The position peaked at $283K in Q2 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Root Financial Partners held 23 shares of Vanguard Mega Cap 300 Index ETF worth $5.44K as of Q1 2026.
  • Root Financial Partners sold 881 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $219K.
  • Vanguard Mega Cap 300 Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1919 holding.
  • Root Financial Partners first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Vanguard Mega Cap 300 Index ETF position peaked at $283K in Q2 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.