Systelligence LLC’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Systelligence LLC’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 Q2	$3.31M	Sell	12,079 -32,838	-73%	-$8.72M	0.55%	48
2026 Q1	$10.6M	Sell	44,917 -4,518	-9%	-$1.12M	2.06%	21
2025 Q4	$12.4M	Buy	49,435 +13,057	+36%	+$3.25M	2.36%	18
2025 Q3	$8.88M	Sell	36,378 -30,104	-45%	-$7.04M	1.68%	27
2025 Q2	$15M	Buy	66,482 +5,067	+8%	+$1.05M	2.77%	11
2025 Q1	$12.4M	Buy	61,415 +8,325	+16%	+$1.77M	2.97%	10
2024 Q4	$11.3M	Sell	53,090 -13,492	-20%	-$2.87M	2.79%	14
2024 Q3	$13.8M	Sell	66,582 -2,949	-4%	-$588K	3.41%	8
2024 Q2	$13.7M	Sell	69,531 -6,878	-9%	-$1.29M	3.65%	5
2024 Q1	$14.3M	Sell	76,409 -345	-0.4%	-$61.5K	3.73%	4
2023 Q4	$13M	Buy	+76,754	New	+$12.2M	3.55%	7

Other funds holding MGC

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

SFM LLC Manchester, New Hampshire $195M AUM 16.36% 1-Year Est. Return