Steward Partners Investment Advisory’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.82M | Buy |
11,941
+1,832
| +18% | +$455K | 0.01% | 724 |
|
|
2025
Q4 | $2.54M | Sell |
10,109
-604
| -6% | -$150K | 0.01% | 691 |
|
|
2025
Q3 | $2.61M | Buy |
10,713
+2,417
| +29% | +$565K | 0.02% | 672 |
|
|
2025
Q2 | $1.87M | Buy |
8,296
+113
| +1% | +$23.4K | 0.01% | 742 |
|
|
2025
Q1 | $1.65M | Sell |
8,183
-26
| -0.3% | -$5.54K | 0.01% | 725 |
|
|
2024
Q4 | $1.75M | Buy |
8,209
+237
| +3% | +$50.4K | 0.02% | 681 |
|
|
2024
Q3 | $1.65M | Buy |
7,972
+326
| +4% | +$65K | 0.02% | 691 |
|
|
2024
Q2 | $1.51M | Buy |
7,646
+738
| +11% | +$139K | 0.02% | 671 |
|
|
2024
Q1 | $1.29M | Buy |
6,908
+7
| +0.1% | +$1.25K | 0.01% | 713 |
|
|
2023
Q4 | $1.17M | Hold |
6,901
| – | – | 0.02% | 673 |
|
|
2023
Q3 | $1.05M | Buy |
6,901
+177
| +3% | +$27.9K | 0.02% | 661 |
|
|
2023
Q2 | $1.05M | Hold |
6,724
| – | – | 0.02% | 678 |
|
|
2023
Q1 | $962K | Buy |
6,724
+447
| +7% | +$61.9K | 0.02% | 706 |
|
|
2022
Q4 | $831K | Sell |
6,277
-30
| -0.5% | -$4.01K | 0.01% | 733 |
|
|
2022
Q3 | $787K | Buy |
6,307
+1,175
| +23% | +$163K | 0.01% | 698 |
|
|
2022
Q2 | $676K | Buy |
5,132
+148
| +3% | +$21.2K | 0.01% | 760 |
|
|
2022
Q1 | $793K | Sell |
4,984
-4
| -0.1% | -$628 | 0.01% | 762 |
|
|
2021
Q4 | $838K | Buy |
4,988
+209
| +4% | +$34.1K | 0.01% | 759 |
|
|
2021
Q3 | $728K | Sell |
4,779
-353
| -7% | -$55.5K | 0.01% | 777 |
|
|
2021
Q2 | $782K | Sell |
5,132
-4,544
| -47% | -$672K | 0.01% | 771 |
|
|
2021
Q1 | $1.36M | Buy |
9,676
+4,664
| +93% | +$639K | 0.02% | 542 |
|
|
2020
Q4 | $669K | Buy |
5,012
+515
| +11% | +$65.1K | 0.01% | 675 |
|
|
2020
Q3 | $539K | Buy |
4,497
+3,514
| +357% | +$415K | 0.01% | 645 |
|
|
2020
Q2 | $108K | Sell |
983
-8,826
| -90% | -$913K | ﹤0.01% | 1123 |
|
|
2020
Q1 | $892K | Sell |
9,809
-246
| -2% | -$26.2K | 0.03% | 412 |
|
|
2019
Q4 | $1.12M | Sell |
10,055
-488
| -5% | -$52.1K | 0.03% | 428 |
|
|
2019
Q3 | $1.09M | Sell |
10,543
-449
| -4% | -$45.9K | 0.04% | 388 |
|
|
2019
Q2 | $1.11M | Buy |
10,992
+225
| +2% | +$22.4K | 0.04% | 370 |
|
|
2019
Q1 | $1.05M | Sell |
10,767
-103
| -0.9% | -$9.69K | 0.04% | 346 |
|
|
2018
Q4 | $944K | Buy |
10,870
+10,467
| +2,597% | +$978K | 0.05% | 342 |
|
|
2018
Q3 | $40K | Hold |
403
| – | – | ﹤0.01% | 1284 |
|
|
2018
Q2 | $38K | Hold |
403
| – | – | ﹤0.01% | 1203 |
|
|
2018
Q1 | $36K | Hold |
403
| – | – | ﹤0.01% | 1116 |
|
|
2017
Q4 | $36K | Hold |
403
| – | – | ﹤0.01% | 942 |
|
|
2017
Q3 | $34K | Hold |
403
| – | – | ﹤0.01% | 789 |
|
|
2017
Q2 | $33K | Hold |
403
| – | – | ﹤0.01% | 738 |
|
|
2017
Q1 | $32K | Buy |
+403
| New | +$32K | ﹤0.01% | 648 |
|
Other funds holding MGC
NYLIM
VIA
LIM
PA
Steward Partners Investment Advisory's MGC Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 18% in Q1 2026, buying an estimated $455K and bringing the position to 11,941 shares worth $2.82M. The position accounts for 0.01% of the portfolio, ranked #724.
Steward Partners Investment Advisory first reported a position in MGC in Q1 2017 and has held it in 37 quarters since. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.
- Steward Partners Investment Advisory held 11,941 shares of Vanguard Mega Cap 300 Index ETF worth $2.82M as of Q1 2026.
- Steward Partners Investment Advisory bought 1,832 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $455K.
- Vanguard Mega Cap 300 Index ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #724 holding.
- Steward Partners Investment Advisory first reported a position in Vanguard Mega Cap 300 Index ETF in Q1 2017 and has held it in 37 quarters since.
- 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.