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

SFMG 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 Q1	$307K	Hold	1,300	–	–	0.02%	246
2025 Q4	$327K	Hold	1,300	–	–	0.02%	229
2025 Q3	$317K	Hold	1,300	–	–	0.02%	225
2025 Q2	$292K	Hold	1,300	–	–	0.02%	214
2025 Q1	$262K	Hold	1,300	–	–	0.02%	218
2024 Q4	$276K	Hold	1,300	–	–	0.02%	208
2024 Q3	$269K	Hold	1,300	–	–	0.02%	212
2024 Q2	$256K	Hold	1,300	–	–	0.02%	212
2024 Q1	$243K	Hold	1,300	–	–	0.02%	220
2023 Q4	$220K	Buy	+1,300	New	+$207K	0.02%	227
2023 Q3	–	Sell	-1,452	Closed	-$227K	–	270
2023 Q2	$227K	Hold	1,452	–	–	0.02%	211
2023 Q1	$208K	Buy	+1,452	New	+$201K	0.02%	228
2022 Q4	–	Sell	-1,617	Closed	-$201K	–	273
2022 Q3	$201K	Hold	1,617	–	–	0.02%	223
2022 Q2	$213K	Hold	1,617	–	–	0.02%	227
2022 Q1	$257K	Hold	1,617	–	–	0.03%	226
2021 Q4	$272K	Hold	1,617	–	–	0.03%	218
2021 Q3	$246K	Buy	+1,617	New	+$254K	0.03%	215

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 $2.74B AUM 26.51% 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

SFMG Wealth Advisors's MGC Position: Q1 2026 in Review

SFMG Wealth Advisors held its Vanguard Mega Cap 300 Index ETF (MGC) position steady in Q1 2026 at 1,300 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #246.

SFMG Wealth Advisors first reported a position in MGC in Q3 2021 and has held it in 17 quarters since. The position peaked at $327K in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

SFMG Wealth Advisors held 1,300 shares of Vanguard Mega Cap 300 Index ETF worth $307K as of Q1 2026.
SFMG Wealth Advisors left its Vanguard Mega Cap 300 Index ETF share count unchanged in Q1 2026.
Vanguard Mega Cap 300 Index ETF made up 0.02% of SFMG Wealth Advisors's portfolio in Q1 2026, its #246 holding.
SFMG Wealth Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q3 2021 and has held it in 17 quarters since.
SFMG Wealth Advisors's Vanguard Mega Cap 300 Index ETF position peaked at $327K in Q4 2025.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.