Vanguard Mega Cap 300 Value Index ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mega Cap 300 Value Index ETF (MGV) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vanguard Mega Cap 300 Value Index ETF
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Quarterly reported holdings in Vanguard Mega Cap 300 Value Index ETF by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.8M | 16k | 109.37 |
| 2023-09-30 | $1.8M | 17k | 101.40 |
| 2023-06-30 | $1.8M | 11k | 164.76 |
| 2023-03-31 | $201k | 2.2k | 93.31 |
| 2022-12-31 | $2.1M | 20k | 102.85 |
| 2022-09-30 | $2.0M | 23k | 89.92 |
| 2022-06-30 | $2.2M | 23k | 96.18 |
| 2022-03-31 | $2.5M | 24k | 107.33 |
| 2021-12-31 | $2.6M | 24k | 106.82 |
| 2021-09-30 | $2.6M | 27k | 97.84 |
| 2021-06-30 | $5.9M | 59k | 99.63 |
| 2021-03-31 | $6.6M | 69k | 95.21 |
| 2020-12-31 | $311k | 3.6k | 86.82 |
Top funds holding Vanguard Mega Cap 300 Value Index ETF
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