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United Capital Financial Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

United Capital Financial 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 		$2.31M Sell
9,774
-865
-8% -$215K 0.01% 518
2025
Q4 		$2.67M Buy
+10,639
New +$2.64M 0.02% 463

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 $2.74B AUM 26.51% 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

United Capital Financial Advisors's MGC Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 8.1% in Q1 2026, selling an estimated $215K and leaving 9,774 shares worth $2.31M. The position accounts for 0.01% of the portfolio, ranked #518.

United Capital Financial Advisors first reported a position in MGC in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.67M in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • United Capital Financial Advisors held 9,774 shares of Vanguard Mega Cap 300 Index ETF worth $2.31M as of Q1 2026.
  • United Capital Financial Advisors sold 865 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $215K.
  • Vanguard Mega Cap 300 Index ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #518 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2025 and has held it in 2 quarters since.
  • United Capital Financial Advisors's Vanguard Mega Cap 300 Index ETF position peaked at $2.67M in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.