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Vanguard Mega Cap 300 Value Index ETF shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Value Index ETF (MGV) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Vanguard Mega Cap 300 Value Index ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mega Cap 300 Value Index ETF held by EverSource 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 Value Index ETF by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.5M 41k 109.37
2023-09-30 $4.0M 40k 101.40
2023-06-30 $4.2M 40k 103.76
2023-03-31 $4.0M 40k 101.02
2022-12-31 $4.1M 40k 102.85
2022-09-30 $3.6M 40k 89.93
2022-06-30 $4.2M 44k 96.18
2022-03-31 $5.9M 55k 107.32
2021-12-31 $6.3M 59k 106.81

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding Vanguard Mega Cap 300 Value Index ETF

Assetmark
Bank of America Corporation
Lincoln National
UBS Group
Pnc Financial Services
Advisor Group Holdings
Black Diamond Financial
Royal Bank of Canada
Wells Fargo & Company
Sequoia Financial Advisors
HighTower Advisors
Raymond James & Associates
Rockefeller Capital Management
Means Investment
Petredis Investment Advisors

View all funds holding Vanguard Mega Cap 300 Value Index ETF