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Vanguard Mega Cap 300 Index shares owned by Capital Investment Advisors

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Index (MGC) shares owned by Capital Investment Advisors from 13F filings

Historical chart of Capital Investment Advisors investment in Vanguard Mega Cap 300 Index

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mega Cap 300 Index held by Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mega Cap 300 Index by Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.5M 46k 186.87
2023-12-31 $7.3M 43k 169.28
2023-09-30 $6.7M 44k 151.87
2023-06-30 $6.8M 43k 156.46
2023-03-31 $7.1M 49k 143.14
2022-12-31 $7.6M 57k 132.40
2022-09-30 $8.2M 66k 124.83
2022-06-30 $8.7M 66k 131.81
2022-03-31 $11M 67k 159.04
2021-12-31 $12M 70k 168.08
2021-09-30 $11M 70k 152.39
2021-06-30 $10M 68k 152.34
2021-03-31 $9.5M 68k 140.23
2020-12-31 $8.7M 65k 133.45
2020-09-30 $7.2M 60k 119.89
2020-06-30 $6.3M 57k 109.45
2020-03-31 $4.6M 51k 90.93
2019-12-31 $5.7M 51k 111.72
2019-09-30 $5.2M 50k 103.10
2019-06-30 $5.2M 51k 101.25
2019-03-31 $5.0M 51k 97.70
2018-12-31 $4.5M 51k 86.89
2018-09-30 $5.1M 51k 100.49
2018-06-30 $4.6M 49k 93.40
2018-03-31 $4.3M 47k 90.60
2017-12-31 $4.1M 45k 91.78
2017-09-30 $3.7M 43k 86.27
2017-06-30 $3.3M 40k 82.89
2017-03-31 $3.2M 40k 80.65
2016-12-31 $2.8M 37k 76.35
2016-09-30 $2.4M 32k 73.76
2016-06-30 $1.7M 24k 71.49
2016-03-31 $912k 13k 70.09

More positions owned by Capital Investment Advisors

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Intl Qualty (IQLT)
Proshares Tr Russ 2000 Divd (SMDV)
First Tr Exchange-traded No Amer Energy (EMLP)
Home Depot (HD)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Select Sector Spdr Tr Financial (XLF)
Microsoft Corporation (MSFT)
Spdr Ser Tr S&p Divid Etf (SDY)
Apple (AAPL)
Johnson & Johnson (JNJ)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Ibds Dec28 Etf (IBDT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ibonds 25 Trm Ts (IBTF)

View all positions for Capital Investment Advisors

Top funds holding Vanguard Mega Cap 300 Index

Bank of America Corporation
New York Life Investment Management
Apex Investment Services
Pnc Financial Services
Leavell Investment Management
Wells Fargo & Company
UBS Group
Branch Banking & Trust Company
Apella Capital
BKD Wealth Advisors
Global Assets Advisory
Kuehl Shepherd Kozlowski & Associates
Proequities
Jpmorgan Chase & Co
Orion Portfolio Solutions

View all funds holding Vanguard Mega Cap 300 Index