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The Wealth Group’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

The Wealth Group’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 		– Sell
-929
Closed -$219K – 95
2026
Q1 		$219K Buy
929
+2
+0.2% +$496 0.05% 80
2025
Q4 		$233K Buy
927
+3
+0.3% +$746 0.05% 75
2025
Q3 		$226K Sell
924
-349
-27% -$81.6K 0.05% 74
2025
Q2 		$286K Buy
+1,273
New +$263K 0.07% 60

Other funds holding MGC

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
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
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
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

The Wealth Group's MGC Position: Q2 2026 in Review

The Wealth Group sold out of Vanguard Mega Cap 300 Index ETF (MGC) in Q2 2026, closing a stake of 929 shares — an estimated $219K sold.

The Wealth Group first reported a position in MGC in Q2 2025 and held it in 4 quarters. The position peaked at $286K in Q2 2025. 96 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • The Wealth Group reported no remaining Vanguard Mega Cap 300 Index ETF position as of Q2 2026 after selling out during the quarter.
  • The Wealth Group sold 929 Vanguard Mega Cap 300 Index ETF shares in Q2 2026, an estimated $219K.
  • The Wealth Group first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2025 and held it in 4 quarters.
  • The Wealth Group's Vanguard Mega Cap 300 Index ETF position peaked at $286K in Q2 2025.
  • 96 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.