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SNS Financial Group’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

SNS Financial Group’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 		$2.96M Sell
12,528
-31
-0.2% -$7.69K 0.26% 41
2025
Q4 		$3.15M Sell
12,559
-20
-0.2% -$4.97K 0.27% 39
2025
Q3 		$3.08M Sell
12,579
-513
-4% -$120K 0.27% 40
2025
Q2 		$2.95M Buy
13,092
+1,071
+9% +$222K 0.28% 42
2025
Q1 		$2.42M Sell
12,021
-210
-2% -$44.7K 0.25% 46
2024
Q4 		$2.6M Sell
12,231
-15
-0.1% -$3.19K 0.27% 44
2024
Q3 		$2.53M Sell
12,246
-219
-2% -$43.7K 0.25% 45
2024
Q2 		$2.47M Buy
12,465
+1,322
+12% +$249K 0.27% 43
2024
Q1 		$2.08M Hold
11,143
– – 0.23% 48
2023
Q4 		$1.89M Sell
11,143
-45
-0.4% -$7.16K 0.22% 50
2023
Q3 		$1.7M Sell
11,188
-350
-3% -$55.1K 0.22% 51
2023
Q2 		$1.81M Buy
11,538
+908
+9% +$134K 0.24% 51
2023
Q1 		$1.52M Sell
10,630
-680
-6% -$94.1K 0.2% 60
2022
Q4 		$1.5M Sell
11,310
-3,423
-23% -$457K 0.2% 65
2022
Q3 		$1.85M Buy
14,733
+7,538
+105% +$1.05M 0.27% 55
2022
Q2 		$948K Buy
+7,195
New +$1.03M 0.12% 86

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

SNS Financial Group's MGC Position: Q1 2026 in Review

SNS Financial Group reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 0.25% in Q1 2026, selling an estimated $7.69K and leaving 12,528 shares worth $2.96M. The position accounts for 0.26% of the portfolio, ranked #41.

SNS Financial Group first reported a position in MGC in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.15M in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • SNS Financial Group held 12,528 shares of Vanguard Mega Cap 300 Index ETF worth $2.96M as of Q1 2026.
  • SNS Financial Group sold 31 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $7.69K.
  • Vanguard Mega Cap 300 Index ETF made up 0.26% of SNS Financial Group's portfolio in Q1 2026, its #41 holding.
  • SNS Financial Group first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2022 and has held it in 16 quarters since.
  • SNS Financial Group's Vanguard Mega Cap 300 Index ETF position peaked at $3.15M in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.