Stage Harbor Financial’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Stage Harbor Financial’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	$372K	Hold	1,576	–	–	0.25%	44
2025 Q4	$396K	Hold	1,576	–	–	0.27%	42
2025 Q3	$385K	Hold	1,576	–	–	0.28%	39
2025 Q2	$354K	Hold	1,576	–	–	0.29%	38
2025 Q1	$317K	Buy	1,576 +2	+0.1%	+$426	0.27%	43
2024 Q4	$335K	Buy	+1,574	New	+$335K	0.29%	38

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

Stage Harbor Financial's MGC Position: Q1 2026 in Review

Stage Harbor Financial held its Vanguard Mega Cap 300 Index ETF (MGC) position steady in Q1 2026 at 1,576 shares worth $372K. The position accounts for 0.25% of the portfolio, ranked #44.

Stage Harbor Financial first reported a position in MGC in Q4 2024 and has held it in 6 quarters since. The position peaked at $396K in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Stage Harbor Financial held 1,576 shares of Vanguard Mega Cap 300 Index ETF worth $372K as of Q1 2026.
Stage Harbor Financial left its Vanguard Mega Cap 300 Index ETF share count unchanged in Q1 2026.
Vanguard Mega Cap 300 Index ETF made up 0.25% of Stage Harbor Financial's portfolio in Q1 2026, its #44 holding.
Stage Harbor Financial first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2024 and has held it in 6 quarters since.
Stage Harbor Financial's Vanguard Mega Cap 300 Index ETF position peaked at $396K in Q4 2025.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.