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Vanguard Mega Cap 300 Growth Index ETF shares owned by Encompass Wealth Advisors

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

Historical chart of Encompass Wealth Advisors 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 Encompass Wealth Advisors 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 Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.4M 11k 226.90
2023-06-30 $2.5M 11k 235.32
2023-03-31 $2.1M 11k 204.51
2022-12-31 $1.9M 11k 172.07
2022-09-30 $1.9M 11k 174.29
2022-06-30 $2.4M 13k 181.70
2022-03-31 $7.5M 32k 235.39
2021-12-31 $6.5M 25k 260.78
2021-09-30 $5.8M 25k 234.78
2021-06-30 $5.7M 25k 231.35
2021-03-31 $5.1M 23k 217.56
2020-12-31 $42k 208 201.92

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Airbnb Common Stock (ABNB)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)
Costco Wholesale Corp Common Stock (COST)

View all positions for Encompass Wealth Advisors

Top funds holding Vanguard Mega Cap 300 Growth Index ETF

Assetmark
Cassaday & Co Wealth Management
Bank of America Corporation
Lincoln National
LPL Financial
Wells Fargo & Company
UBS Group
Pnc Financial Services
Kensington Asset Management
Angeles Wealth Management
Royal Bank of Canada
Advisor Group Holdings
HPM Partners
HighTower Advisors
Commonwealth Equity Services

View all funds holding Vanguard Mega Cap 300 Growth Index ETF