JMBAI
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J. M. Brown & Associates Inc.’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

J. M. Brown & Associates Inc.’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 		$208K Buy
+759
New +$202K 0.12% 163

Other funds holding MGC

LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

J. M. Brown & Associates Inc.'s MGC Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Vanguard Mega Cap 300 Index ETF (MGC) in Q2 2026: 759 shares worth $208K. The stake represents 0.12% of the portfolio and ranks #163 among its holdings.

170 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • J. M. Brown & Associates Inc. held 759 shares of Vanguard Mega Cap 300 Index ETF worth $208K as of Q2 2026.
  • Vanguard Mega Cap 300 Index ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • Vanguard Mega Cap 300 Index ETF made up 0.12% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #163 holding.
  • 170 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.