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Vanguard Mega Cap 300 Growth Index ETF shares owned by Wheelhouse Advisory Group

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Growth Index ETF (MGK) shares owned by Wheelhouse Advisory Group from 13F filings

Historical chart of Wheelhouse Advisory Group 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 Wheelhouse Advisory Group 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 Wheelhouse Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 39k 286.61
2023-12-31 $9.7M 37k 259.51

More positions owned by Wheelhouse Advisory Group

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Health Care Etf Health Care Etf (VHT)
Vanguard S&p 500 Growth Etf Etf (VOOG)
Vanguard Large Cap Etf Etf (VV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Vanguard Mega Cap Growthetf Etf (MGK)
Vanguard Information Technology Etf Etf (VGT)
Avantis Us Small Cap Value Etf Etf (AVSC)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Financials Etf Financials Etf (VFH)
Spdr Bloomberg 1 3 Mnth T Bll Etf Spdr Ser Tr (BIL)
Vanguard Muni Bnd Tax Exempt Etf Etf (VTEB)
Vanguard Intermediate Term Bond Etf Etf (BIV)
Vanguard Small Cap Growth Etf Etf (VBK)
Apple (AAPL)

View all positions for Wheelhouse Advisory Group

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