WealthGarden F.S.’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

WealthGarden F.S.’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
2025 Q2	–	Sell	-3,567	Closed	-$718K	–	141
2025 Q1	$718K	Buy	3,567 +10	+0.3%	+$2.13K	0.69%	53
2024 Q4	$756K	Buy	3,557 +10	+0.3%	+$2.13K	0.71%	45
2024 Q3	$733K	Buy	3,547 +22	+0.6%	+$4.39K	0.71%	44
2024 Q2	$695K	Buy	+3,525	New	+$663K	0.73%	47

Other funds holding MGC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

WCWM

Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthGarden F.S.'s MGC Position: Q2 2025 in Review

WealthGarden F.S. sold out of Vanguard Mega Cap 300 Index ETF (MGC) in Q2 2025, closing a stake of 3,567 shares — an estimated $718K sold.

WealthGarden F.S. first reported a position in MGC in Q2 2024 and held it in 4 quarters. The position peaked at $756K in Q4 2024. 474 funds tracked by Wall St. Rank hold MGC as of Q2 2025.

WealthGarden F.S. reported no remaining Vanguard Mega Cap 300 Index ETF position as of Q2 2025 after selling out during the quarter.
WealthGarden F.S. sold 3,567 Vanguard Mega Cap 300 Index ETF shares in Q2 2025, an estimated $718K.
WealthGarden F.S. first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2024 and held it in 4 quarters.
WealthGarden F.S.'s Vanguard Mega Cap 300 Index ETF position peaked at $756K in Q4 2024.
474 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2025.

Based on WealthGarden F.S.'s 13F filing for Q2 2025, filed 11 Aug 2025.