Topsail Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Topsail Wealth 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
2026 Q1	$3.29M	Hold	13,935	–	–	0.49%	19
2025 Q4	$3.5M	Hold	13,935	–	–	0.51%	19
2025 Q3	$3.41M	Hold	13,935	–	–	0.58%	19
2025 Q2	$3.14M	Hold	13,935	–	–	0.57%	20
2025 Q1	$2.81M	Hold	13,935	–	–	0.57%	19
2024 Q4	$2.96M	Buy	+13,935	New	+$2.96M	0.63%	17

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

Topsail Wealth Management's MGC Position: Q1 2026 in Review

Topsail Wealth Management held its Vanguard Mega Cap 300 Index ETF (MGC) position steady in Q1 2026 at 13,935 shares worth $3.29M. The position accounts for 0.49% of the portfolio, ranked #19.

Topsail Wealth Management first reported a position in MGC in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.5M in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Topsail Wealth Management held 13,935 shares of Vanguard Mega Cap 300 Index ETF worth $3.29M as of Q1 2026.
Topsail Wealth Management 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 Topsail Wealth Management's portfolio in Q1 2026, its #19 holding.
Topsail Wealth Management first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2024 and has held it in 6 quarters since.
Topsail Wealth Management's Vanguard Mega Cap 300 Index ETF position peaked at $3.5M in Q4 2025.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.