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

West Financial 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 Q2	$992K	Sell	3,627 -103	-3%	-$27.4K	0.15%	36
2026 Q1	$882K	Hold	3,730	–	–	0.15%	35
2025 Q4	$937K	Hold	3,730	–	–	0.16%	34
2025 Q3	$910K	Hold	3,730	–	–	0.15%	35
2025 Q2	$839K	Hold	3,730	–	–	0.15%	37
2025 Q1	$751K	Hold	3,730	–	–	0.14%	38
2024 Q4	$793K	Sell	3,730 -70	-2%	-$14.9K	0.15%	37
2024 Q3	$785K	Sell	3,800 -27	-0.7%	-$5.39K	0.15%	37
2024 Q2	$755K	Hold	3,827	–	–	0.16%	35
2024 Q1	$715K	Hold	3,827	–	–	0.15%	36
2023 Q4	$648K	Sell	3,827 -48	-1%	-$7.63K	0.15%	37
2023 Q3	$588K	Hold	3,875	–	–	0.15%	36
2023 Q2	$606K	Hold	3,875	–	–	0.15%	33
2023 Q1	$555K	Hold	3,875	–	–	0.15%	34
2022 Q4	$513K	Hold	3,875	–	–	0.14%	35
2022 Q3	$484K	Sell	3,875 -3,188	-45%	-$442K	0.15%	36
2022 Q2	$931K	Hold	7,063	–	–	0.27%	28
2022 Q1	$1.12M	Hold	7,063	–	–	0.3%	27
2021 Q4	$1.19M	Hold	7,063	–	–	0.32%	26
2021 Q3	$1.08M	Hold	7,063	–	–	0.32%	24
2021 Q2	$1.08M	Hold	7,063	–	–	0.33%	22
2021 Q1	$990K	Hold	7,063	–	–	0.33%	19
2020 Q4	$943K	Buy	+7,063	New	+$893K	0.33%	19

Other funds holding MGC

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

West Financial Advisors's MGC Position: Q2 2026 in Review

West Financial Advisors reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 2.8% in Q2 2026, selling an estimated $27.4K and leaving 3,627 shares worth $992K. The position accounts for 0.15% of the portfolio, ranked #36.

West Financial Advisors first reported a position in MGC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.19M in Q4 2021. 136 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

West Financial Advisors held 3,627 shares of Vanguard Mega Cap 300 Index ETF worth $992K as of Q2 2026.
West Financial Advisors sold 103 Vanguard Mega Cap 300 Index ETF shares in Q2 2026, an estimated $27.4K.
Vanguard Mega Cap 300 Index ETF made up 0.15% of West Financial Advisors's portfolio in Q2 2026, its #36 holding.
West Financial Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2020 and has held it in 23 quarters since.
West Financial Advisors's Vanguard Mega Cap 300 Index ETF position peaked at $1.19M in Q4 2021.
136 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.