Waverly Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Waverly 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	$266K	Buy	1,125 +162	+17%	+$40.2K	﹤0.01%	1368
2025 Q4	$242K	Buy	963 +1	+0.1%	+$249	﹤0.01%	1309
2025 Q3	$235K	Hold	962	–	–	﹤0.01%	1140
2025 Q2	$216K	Buy	+962	New	+$199K	﹤0.01%	1090
2025 Q1	–	Sell	-961	Closed	-$204K	–	1118
2024 Q4	$204K	Buy	+961	New	+$204K	﹤0.01%	925
2018 Q3	–	Sell	-6,085	Closed	-$568K	–	197
2018 Q2	$568K	Buy	+6,085	New	+$566K	0.09%	113

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

Waverly Advisors's MGC Position: Q1 2026 in Review

Waverly Advisors increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 17% in Q1 2026, buying an estimated $40.2K and bringing the position to 1,125 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Waverly Advisors first reported a position in MGC in Q2 2018 and has held it in 6 quarters since. The position peaked at $568K in Q2 2018. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Waverly Advisors held 1,125 shares of Vanguard Mega Cap 300 Index ETF worth $266K as of Q1 2026.
Waverly Advisors bought 162 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $40.2K.
Vanguard Mega Cap 300 Index ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1368 holding.
Waverly Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2018 and has held it in 6 quarters since.
Waverly Advisors's Vanguard Mega Cap 300 Index ETF position peaked at $568K in Q2 2018.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

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