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Steigerwald Gordon & Koch’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Steigerwald Gordon & Koch’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 		$4.73K Hold
20
– – ﹤0.01% 622
2025
Q4 		$5.02K Hold
20
– – ﹤0.01% 681
2025
Q3 		$4.88K Buy
+20
New +$4.68K ﹤0.01% 628

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 $2.44B AUM 23.07% 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

Steigerwald Gordon & Koch's MGC Position: Q1 2026 in Review

Steigerwald Gordon & Koch held its Vanguard Mega Cap 300 Index ETF (MGC) position steady in Q1 2026 at 20 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Steigerwald Gordon & Koch first reported a position in MGC in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.02K in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Steigerwald Gordon & Koch held 20 shares of Vanguard Mega Cap 300 Index ETF worth $4.73K as of Q1 2026.
  • Steigerwald Gordon & Koch left its Vanguard Mega Cap 300 Index ETF share count unchanged in Q1 2026.
  • Vanguard Mega Cap 300 Index ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q1 2026, its #622 holding.
  • Steigerwald Gordon & Koch first reported a position in Vanguard Mega Cap 300 Index ETF in Q3 2025 and has held it in 3 quarters since.
  • Steigerwald Gordon & Koch's Vanguard Mega Cap 300 Index ETF position peaked at $5.02K in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.