Wealth Enhancement Advisory Services
MGC icon

Wealth Enhancement Advisory Services’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Wealth Enhancement Advisory Services’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 		$16.9M Buy
61,076
+606
+1% +$161K 0.03% 492
2026
Q1 		$14.4M Sell
60,470
-31,950
-35% -$7.93M 0.03% 485
2025
Q4 		$23.5M Buy
92,420
+2,022
+2% +$503K 0.03% 436
2025
Q3 		$22.2M Buy
90,398
+1,817
+2% +$425K 0.03% 430
2025
Q2 		$20.1M Buy
88,581
+8,693
+11% +$1.8M 0.03% 419
2025
Q1 		$16.1M Buy
79,888
+41,050
+106% +$8.74M 0.03% 457
2024
Q4 		$8.26M Sell
38,838
-1,076
-3% -$229K 0.02% 624
2024
Q3 		$8.25M Sell
39,914
-501
-1% -$100K 0.02% 579
2024
Q2 		$7.97M Buy
40,415
+1,895
+5% +$356K 0.02% 547
2024
Q1 		$7.2M Buy
38,520
+1,903
+5% +$339K 0.02% 563
2023
Q4 		$6.2M Buy
36,617
+8,392
+30% +$1.33M 0.02% 553
2023
Q3 		$4.29M Buy
+28,225
New +$4.44M 0.01% 621

Other funds holding MGC

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
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
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's MGC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 1% in Q2 2026, buying an estimated $161K and bringing the position to 61,076 shares worth $16.9M. The position accounts for 0.03% of the portfolio, ranked #492.

Wealth Enhancement Advisory Services first reported a position in MGC in Q3 2023 and has held it in 12 quarters since. The position peaked at $23.5M in Q4 2025. 96 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 61,076 shares of Vanguard Mega Cap 300 Index ETF worth $16.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 606 Vanguard Mega Cap 300 Index ETF shares in Q2 2026, an estimated $161K.
  • Vanguard Mega Cap 300 Index ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #492 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard Mega Cap 300 Index ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard Mega Cap 300 Index ETF position peaked at $23.5M in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.