SMWM
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Silvia McColl Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Silvia McColl Wealth Management’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 		$1.74M Buy
6,356
+46
+0.7% +$12.2K 1.05% 28
2026
Q1 		$1.49M Buy
6,310
+266
+4% +$66K 0.98% 33
2025
Q4 		$1.52M Sell
6,044
-337
-5% -$83.8K 1.01% 30
2025
Q3 		$1.56M Sell
6,381
-75
-1% -$17.5K 1.05% 30
2025
Q2 		$1.45M Sell
6,456
-253
-4% -$52.4K 1.06% 29
2025
Q1 		$1.35M Buy
6,709
+295
+5% +$62.8K 1.02% 24
2024
Q4 		$1.36M Buy
6,414
+234
+4% +$49.7K 1.02% 25
2024
Q3 		$1.28M Buy
+6,180
New +$1.23M 0.96% 24

Other funds holding MGC

LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
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
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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
VWA
VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 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

Silvia McColl Wealth Management's MGC Position: Q2 2026 in Review

Silvia McColl Wealth Management increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 0.73% in Q2 2026, buying an estimated $12.2K and bringing the position to 6,356 shares worth $1.74M. The position accounts for 1.05% of the portfolio, ranked #28.

Silvia McColl Wealth Management first reported a position in MGC in Q3 2024 and has held it in 8 quarters since. 174 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Silvia McColl Wealth Management held 6,356 shares of Vanguard Mega Cap 300 Index ETF worth $1.74M as of Q2 2026.
  • Silvia McColl Wealth Management bought 46 Vanguard Mega Cap 300 Index ETF shares in Q2 2026, an estimated $12.2K.
  • Vanguard Mega Cap 300 Index ETF made up 1.05% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Silvia McColl Wealth Management first reported a position in Vanguard Mega Cap 300 Index ETF in Q3 2024 and has held it in 8 quarters since.
  • 174 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.