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Vanguard Mega Cap 300 Growth Index ETF shares owned by Liberty Wealth Management

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

Historical chart of Liberty Wealth Management 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 Liberty Wealth Management 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 Liberty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 3.8k 286.61
2023-12-31 $945k 7.0k 134.48
2023-09-30 $746k 3.3k 227.02
2023-06-30 $709k 3.0k 235.32
2023-03-31 $635k 3.1k 204.50
2022-09-30 $462k 2.7k 173.95
2022-06-30 $282k 2.1k 131.65
2022-03-31 $205k 873 234.82
2021-12-31 $334k 1.3k 260.73
2021-09-30 $365k 1.6k 234.30
2021-06-30 $35M 153k 231.21
2021-03-31 $134k 651 205.84
2020-12-31 $134k 651 205.84
2020-09-30 $153k 828 184.78
2020-06-30 $135k 826 163.44
2020-03-31 $105k 825 127.27
2019-12-31 $120k 823 145.81
2019-09-30 $109k 818 133.25
2019-06-30 $106k 815 130.06
2019-03-31 $101k 815 123.93
2018-12-31 $87k 815 106.75

More positions owned by Liberty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional U S Core Equity 2 Etf Etf (DFAC)
Dimensional Us High Proftblty Etf Etf (DUHP)
Dimensional Us Core Equity Markt Etf Etf (DFAU)
Apple (AAPL)
Ishares Msci Usa Qlty Fact Etf Etf (QUAL)
Ishares Tr Core Total Usd (IUSB)
4068594 Enphase Energy (ENPH)
Dimensional Intern Core Equity 2 Etf Etf (DFIC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dim Us Lrge Cap Val Etf (DFLV)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares S&p 500 Value Etf Etf (IVE)
Blackrock Us Eqy Fctr Rotn Etf Etf (DYNF)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Liberty Wealth Management

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