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

Sarver Vrooman 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
Q2 		$6.05K Hold
22
– – ﹤0.01% 121
2026
Q1 		$5.2K Hold
22
– – ﹤0.01% 118
2025
Q4 		$5.53K Hold
22
– – ﹤0.01% 117
2025
Q3 		$5.37K Hold
22
– – ﹤0.01% 115
2025
Q2 		$4.95K Hold
22
– – ﹤0.01% 113
2025
Q1 		$4.43K Buy
+22
New +$4.68K ﹤0.01% 113

Other funds holding MGC

PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's MGC Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its Vanguard Mega Cap 300 Index ETF (MGC) position steady in Q2 2026 at 22 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #121.

Sarver Vrooman Wealth Advisors first reported a position in MGC in Q1 2025 and has held it in 6 quarters since. 96 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 22 shares of Vanguard Mega Cap 300 Index ETF worth $6.05K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors left its Vanguard Mega Cap 300 Index ETF share count unchanged in Q2 2026.
  • Vanguard Mega Cap 300 Index ETF made up ﹤0.01% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 96 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.