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

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

Historical chart of Heritage 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 Heritage 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 Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $305k 1.2k 259.51
2021-06-30 $22k 95 231.38

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
Vanguard Short-Term Infl-Prot Secs ETF Etf (VTIP)
iShares Core MSCI EAFE Etf (IEFA)
Microsoft Corporation (MSFT)
iShares Core S&P Total US Stock Mkt Etf (ITOT)
iShares Russell Midcap Value Etf (IWS)
Apple (AAPL)
SPDR S&P 500 Index Etf (SPY)
Merck & Co (MRK)
UnitedHealth (UNH)
Berkshire Hathaway Cl B CL B (BRK.B)
MasterCard Incorporated (MA)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Johnson & Johnson (JNJ)

View all positions for Heritage Wealth Advisors

Top funds holding Vanguard Mega Cap 300 Growth Index ETF

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

View all funds holding Vanguard Mega Cap 300 Growth Index ETF