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Stone House Investment Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Stone House Investment Management’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
2025
Q2 		– Sell
-875
Closed -$176K – 554
2025
Q1 		$176K Buy
+875
New +$186K 0.04% 64

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stone House Investment Management's MGC Position: Q2 2025 in Review

Stone House Investment Management sold out of Vanguard Mega Cap 300 Index ETF (MGC) in Q2 2025, closing a stake of 875 shares — an estimated $176K sold.

Stone House Investment Management first reported a position in MGC in Q1 2025 and held it in 1 quarter. The position peaked at $176K in Q1 2025. 474 funds tracked by Wall St. Rank hold MGC as of Q2 2025.

  • Stone House Investment Management reported no remaining Vanguard Mega Cap 300 Index ETF position as of Q2 2025 after selling out during the quarter.
  • Stone House Investment Management sold 875 Vanguard Mega Cap 300 Index ETF shares in Q2 2025, an estimated $176K.
  • Stone House Investment Management first reported a position in Vanguard Mega Cap 300 Index ETF in Q1 2025 and held it in 1 quarter.
  • Stone House Investment Management's Vanguard Mega Cap 300 Index ETF position peaked at $176K in Q1 2025.
  • 474 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2025.

Based on Stone House Investment Management's 13F filing for Q2 2025, filed 6 Aug 2025.