Stokes Family Office’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Stokes Family Office’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	$4.79M	Hold	20,280	–	–	0.49%	56
2025 Q4	$5.09M	Sell	20,280 -2,000	-9%	-$497K	0.47%	57
2025 Q3	$5.44M	Hold	22,280	–	–	0.52%	56
2025 Q2	$5.01M	Hold	22,280	–	–	0.53%	48
2025 Q1	$4.49M	Sell	22,280 -115	-0.5%	-$24.5K	0.5%	53
2024 Q4	$4.76M	Buy	22,395 +115	+0.5%	+$24.4K	0.51%	49
2024 Q3	$4.6M	Hold	22,280	–	–	0.5%	49
2024 Q2	$4.4M	Hold	22,280	–	–	0.52%	47
2024 Q1	$4.16M	Hold	22,280	–	–	0.52%	50
2023 Q4	$3.77M	Sell	22,280 -8,075	-27%	-$1.28M	0.51%	49
2023 Q3	$4.61M	Hold	30,355	–	–	0.54%	40
2023 Q2	$4.75M	Hold	30,355	–	–	0.55%	39
2023 Q1	$4.35M	Sell	30,355 -220	-0.7%	-$30.5K	0.54%	38
2022 Q4	$4.05M	Hold	30,575	–	–	0.52%	45
2022 Q3	$3.82M	Hold	30,575	–	–	0.54%	43
2022 Q2	$4.03M	Hold	30,575	–	–	0.55%	43
2022 Q1	$4.86M	Hold	30,575	–	–	0.65%	39
2021 Q4	$5.14M	Hold	30,575	–	–	0.64%	40
2021 Q3	$4.66M	Hold	30,575	–	–	0.65%	39
2021 Q2	$4.66M	Hold	30,575	–	–	0.66%	40
2021 Q1	$4.29M	Hold	30,575	–	–	0.67%	39
2020 Q4	$4.08M	Hold	30,575	–	–	0.8%	32
2020 Q3	$3.67M	Hold	30,575	–	–	0.83%	34
2020 Q2	$3.35M	Hold	30,575	–	–	0.84%	30
2020 Q1	$2.78M	Hold	30,575	–	–	0.74%	35
2019 Q4	$3.42M	Buy	+30,575	New	+$3.26M	0.76%	33

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 $2.44B AUM 23.07% 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

Stokes Family Office's MGC Position: Q1 2026 in Review

Stokes Family Office held its Vanguard Mega Cap 300 Index ETF (MGC) position steady in Q1 2026 at 20,280 shares worth $4.79M. The position accounts for 0.49% of the portfolio, ranked #56.

Stokes Family Office first reported a position in MGC in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.44M in Q3 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Stokes Family Office held 20,280 shares of Vanguard Mega Cap 300 Index ETF worth $4.79M as of Q1 2026.
Stokes Family Office left its Vanguard Mega Cap 300 Index ETF share count unchanged in Q1 2026.
Vanguard Mega Cap 300 Index ETF made up 0.49% of Stokes Family Office's portfolio in Q1 2026, its #56 holding.
Stokes Family Office first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2019 and has held it in 26 quarters since.
Stokes Family Office's Vanguard Mega Cap 300 Index ETF position peaked at $5.44M in Q3 2025.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.