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Triumph Capital Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Triumph Capital 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
Q2 		$274 Hold
1
– – ﹤0.01% 1784
2026
Q1 		$236 Hold
1
– – ﹤0.01% 1755
2025
Q4 		$251 Buy
+1
New +$249 ﹤0.01% 1714

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
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
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

Triumph Capital Management's MGC Position: Q2 2026 in Review

Triumph Capital Management held its Vanguard Mega Cap 300 Index ETF (MGC) position steady in Q2 2026 at 1 share worth $274. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Triumph Capital Management first reported a position in MGC in Q4 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Triumph Capital Management held 1 share of Vanguard Mega Cap 300 Index ETF worth $274 as of Q2 2026.
  • Triumph Capital Management left its Vanguard Mega Cap 300 Index ETF share count unchanged in Q2 2026.
  • Vanguard Mega Cap 300 Index ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1784 holding.
  • Triumph Capital Management first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.