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Savvy Advisors Inc’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Savvy Advisors Inc’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 		$677K Sell
2,864
-595
-17% -$148K 0.02% 564
2025
Q4 		$869K Buy
+3,459
New +$860K 0.03% 397

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

Savvy Advisors Inc's MGC Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 17% in Q1 2026, selling an estimated $148K and leaving 2,864 shares worth $677K. The position accounts for 0.02% of the portfolio, ranked #564.

Savvy Advisors Inc first reported a position in MGC in Q4 2025 and has held it in 2 quarters since. The position peaked at $869K in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Savvy Advisors Inc held 2,864 shares of Vanguard Mega Cap 300 Index ETF worth $677K as of Q1 2026.
  • Savvy Advisors Inc sold 595 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $148K.
  • Vanguard Mega Cap 300 Index ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #564 holding.
  • Savvy Advisors Inc first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's Vanguard Mega Cap 300 Index ETF position peaked at $869K in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.