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Vanguard Mega Cap 300 Growth Index ETF shares owned by Bernardo Wealth Planning

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Growth Index ETF (MGK) shares owned by Bernardo Wealth Planning from 13F filings

Historical chart of Bernardo Wealth Planning investment in Vanguard Mega Cap 300 Growth Index ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mega Cap 300 Growth Index ETF held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mega Cap 300 Growth Index ETF by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $37M 127k 286.61
2023-12-31 $32M 125k 259.51
2023-09-30 $28M 122k 226.90
2023-06-30 $28M 120k 235.32
2023-03-31 $26M 125k 204.51
2022-12-31 $21M 124k 172.07
2022-09-30 $22M 121k 179.77
2022-06-30 $22M 121k 181.69
2022-03-31 $30M 114k 260.76
2021-12-31 $30M 114k 260.76
2021-09-30 $26M 111k 234.79
2021-06-30 $25M 108k 231.38
2021-03-31 $21M 103k 207.06
2020-12-31 $20M 98k 203.74
2020-09-30 $20M 106k 185.40
2020-06-30 $17M 103k 163.50
2020-03-31 $5.8M 46k 127.07
2019-12-31 $6.4M 44k 145.66
2019-09-30 $5.8M 44k 132.65
2019-06-30 $5.8M 45k 129.49
2019-03-31 $6.3M 50k 124.36
2018-12-31 $14M 130k 107.01

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
J P Morgan Exchange Traded F Income Etf (JPIE)

View all positions for Bernardo Wealth Planning

Top funds holding Vanguard Mega Cap 300 Growth Index ETF

Assetmark
Cassaday & Co Wealth Management
Bank of America Corporation
Morgan Stanley
Lincoln National
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
UBS Group
Pnc Financial Services
Ameriprise Financial
Kensington Asset Management
Royal Bank of Canada
Angeles Wealth Management
Advisor Group Holdings

View all funds holding Vanguard Mega Cap 300 Growth Index ETF