WWG
MGC icon

West Wealth Group’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

West Wealth 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 		$654K Sell
2,765
-100,961
-97% -$25.1M 0.13% 59
2025
Q4 		$26.1M Buy
103,726
+6,920
+7% +$1.72M 5.41% 5
2025
Q3 		$23.6M Buy
96,806
+38,589
+66% +$9.03M 5.32% 7
2025
Q2 		$13.4M Buy
58,217
+17,707
+44% +$3.66M 3.34% 11
2025
Q1 		$8.19M Buy
40,510
+27,931
+222% +$5.95M 2.42% 14
2024
Q4 		$2.68M Buy
12,579
+1,109
+10% +$236K 0.8% 21
2024
Q3 		$2.37M Buy
11,470
+674
+6% +$134K 0.77% 20
2024
Q2 		$2.13M Buy
10,796
+1,271
+13% +$239K 0.75% 21
2024
Q1 		$1.78M Buy
+9,525
New +$1.7M 0.66% 24

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

West Wealth Group's MGC Position: Q1 2026 in Review

West Wealth Group reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 97% in Q1 2026, selling an estimated $25.1M and leaving 2,765 shares worth $654K. The position accounts for 0.13% of the portfolio, ranked #59.

West Wealth Group first reported a position in MGC in Q1 2024 and has held it in 9 quarters since. The position peaked at $26.1M in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • West Wealth Group held 2,765 shares of Vanguard Mega Cap 300 Index ETF worth $654K as of Q1 2026.
  • West Wealth Group sold 100,961 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $25.1M.
  • Vanguard Mega Cap 300 Index ETF made up 0.13% of West Wealth Group's portfolio in Q1 2026, its #59 holding.
  • West Wealth Group first reported a position in Vanguard Mega Cap 300 Index ETF in Q1 2024 and has held it in 9 quarters since.
  • West Wealth Group's Vanguard Mega Cap 300 Index ETF position peaked at $26.1M in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.