Wescott Financial Advisory Group’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Wescott Financial Advisory Group’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	$963K	Sell	4,076 -158	-4%	-$39.2K	0.08%	100
2025 Q4	$1.06M	Buy	4,234 +19	+0.5%	+$4.72K	0.09%	96
2025 Q3	$1.03M	Sell	4,215 -215	-5%	-$50.3K	0.09%	92
2025 Q2	$996K	Hold	4,430	–	–	0.1%	91
2025 Q1	$892K	Buy	4,430 +13	+0.3%	+$2.77K	0.09%	84
2024 Q4	$939K	Sell	4,417 -1,760	-28%	-$374K	0.1%	84
2024 Q3	$1.28M	Sell	6,177 -271	-4%	-$54.1K	0.14%	78
2024 Q2	$1.27M	Hold	6,448	–	–	0.15%	74
2024 Q1	$1.2M	Sell	6,448 -247	-4%	-$44.1K	0.15%	71
2023 Q4	$1.13M	Buy	6,695 +25	+0.4%	+$3.98K	0.16%	68
2023 Q3	$1.01M	Buy	6,670 +24	+0.4%	+$3.78K	0.19%	67
2023 Q2	$1.04M	Buy	6,646 +23	+0.3%	+$3.4K	0.18%	68
2023 Q1	$948K	Buy	6,623 +223	+3%	+$30.9K	0.21%	69
2022 Q4	$847K	Sell	6,400 -21	-0.3%	-$2.81K	0.18%	71
2022 Q3	$801K	Hold	6,421	–	–	0.22%	61
2022 Q2	$846K	Buy	6,421 +24	+0.4%	+$3.44K	0.23%	58
2022 Q1	$1.02M	Buy	+6,397	New	+$1M	0.26%	53

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 $2.74B AUM 26.51% 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

Wescott Financial Advisory Group's MGC Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 3.7% in Q1 2026, selling an estimated $39.2K and leaving 4,076 shares worth $963K. The position accounts for 0.08% of the portfolio, ranked #100.

Wescott Financial Advisory Group first reported a position in MGC in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.28M in Q3 2024. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Wescott Financial Advisory Group held 4,076 shares of Vanguard Mega Cap 300 Index ETF worth $963K as of Q1 2026.
Wescott Financial Advisory Group sold 158 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $39.2K.
Vanguard Mega Cap 300 Index ETF made up 0.08% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #100 holding.
Wescott Financial Advisory Group first reported a position in Vanguard Mega Cap 300 Index ETF in Q1 2022 and has held it in 17 quarters since.
Wescott Financial Advisory Group's Vanguard Mega Cap 300 Index ETF position peaked at $1.28M in Q3 2024.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.