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Twin Peaks Wealth Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Twin Peaks Wealth Advisors’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 		$23.6K Buy
+100
New +$24.8K 0.01% 651
2025
Q3 		– Sell
-100
Closed -$23.5K – 1330
2025
Q2 		$23.5K Buy
+100
New +$20.7K 0.01% 547

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Twin Peaks Wealth Advisors's MGC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Vanguard Mega Cap 300 Index ETF (MGC) in Q1 2026: 100 shares worth $23.6K. The stake represents 0.01% of the portfolio and ranks #651 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in MGC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in MGC in Q2 2025 and has held it in 2 quarters since. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 100 shares of Vanguard Mega Cap 300 Index ETF worth $23.6K as of Q1 2026.
  • Vanguard Mega Cap 300 Index ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Vanguard Mega Cap 300 Index ETF made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #651 holding.
  • Twin Peaks Wealth Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2025 and has held it in 2 quarters since.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.