Vanguard Personalized Indexing Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Vanguard Personalized Indexing 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	$487K	Hold	2,062	–	–	﹤0.01%	1330
2025 Q4	$518K	Sell	2,062 -223	-10%	-$55.4K	0.01%	1238
2025 Q3	$561K	Hold	2,285	–	–	0.01%	1198
2025 Q2	$517K	Sell	2,285 -3	-0.1%	-$621	0.01%	1183
2025 Q1	$461K	Hold	2,288	–	–	0.01%	1161
2024 Q4	$487K	Sell	2,288 -35	-2%	-$7.44K	0.01%	1128
2024 Q3	$480K	Hold	2,323	–	–	0.01%	1115
2024 Q2	$458K	Buy	+2,323	New	+$437K	0.01%	1081

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

Vanguard Personalized Indexing Management's MGC Position: Q1 2026 in Review

Vanguard Personalized Indexing Management held its Vanguard Mega Cap 300 Index ETF (MGC) position steady in Q1 2026 at 2,062 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Vanguard Personalized Indexing Management first reported a position in MGC in Q2 2024 and has held it in 8 quarters since. The position peaked at $561K in Q3 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Vanguard Personalized Indexing Management held 2,062 shares of Vanguard Mega Cap 300 Index ETF worth $487K as of Q1 2026.
Vanguard Personalized Indexing Management left its Vanguard Mega Cap 300 Index ETF share count unchanged in Q1 2026.
Vanguard Mega Cap 300 Index ETF made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1330 holding.
Vanguard Personalized Indexing Management first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2024 and has held it in 8 quarters since.
Vanguard Personalized Indexing Management's Vanguard Mega Cap 300 Index ETF position peaked at $561K in Q3 2025.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.