Smartleaf Asset Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Smartleaf Asset 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 Q1	$965K	Sell	4,208 -9	-0.2%	-$2.23K	0.03%	403
2025 Q4	$1.07M	Buy	4,217 +526	+14%	+$131K	0.04%	364
2025 Q3	$897K	Sell	3,691 -83	-2%	-$19.4K	0.06%	346
2025 Q2	$846K	Buy	3,774 +1,767	+88%	+$366K	0.07%	283
2025 Q1	$402K	Buy	2,007 +1,137	+131%	+$242K	0.04%	406
2024 Q4	$186K	Sell	870 -3	-0.3%	-$638	0.02%	570
2024 Q3	$180K	Hold	873	–	–	0.02%	523
2024 Q2	$173K	Buy	+873	New	+$164K	0.03%	422

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

Smartleaf Asset Management's MGC Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 0.21% in Q1 2026, selling an estimated $2.23K and leaving 4,208 shares worth $965K. The position accounts for 0.03% of the portfolio, ranked #403.

Smartleaf Asset Management first reported a position in MGC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Smartleaf Asset Management held 4,208 shares of Vanguard Mega Cap 300 Index ETF worth $965K as of Q1 2026.
Smartleaf Asset Management sold 9 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $2.23K.
Vanguard Mega Cap 300 Index ETF made up 0.03% of Smartleaf Asset Management's portfolio in Q1 2026, its #403 holding.
Smartleaf Asset Management first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2024 and has held it in 8 quarters since.
Smartleaf Asset Management's Vanguard Mega Cap 300 Index ETF position peaked at $1.07M in Q4 2025.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.