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Vanguard Mega Cap 300 Value Index ETF shares owned by Phillips Financial Management

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Value Index ETF (MGV) shares owned by Phillips Financial Management from 13F filings

Historical chart of Phillips Financial Management 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 Phillips Financial Management 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.1M 60k 119.51
2023-12-31 $6.6M 60k 109.37
2023-09-30 $6.1M 60k 101.40
2023-06-30 $6.3M 60k 103.76
2023-03-31 $6.1M 61k 101.02
2022-12-31 $6.3M 61k 102.85
2022-09-30 $5.5M 62k 89.91
2022-06-30 $6.0M 62k 96.18
2022-03-31 $6.8M 64k 107.32
2021-12-31 $6.8M 64k 106.81
2021-09-30 $6.3M 64k 97.86
2021-06-30 $6.4M 64k 99.61
2021-03-31 $6.2M 65k 95.19
2020-12-31 $6.0M 69k 86.82
2020-09-30 $5.3M 69k 76.70
2020-06-30 $5.0M 68k 73.22
2020-03-31 $4.2M 66k 63.17
2019-12-31 $5.9M 68k 87.18
2019-09-30 $5.7M 69k 81.44
2019-06-30 $5.6M 69k 81.10
2019-03-31 $5.5M 70k 78.90
2018-12-31 $5.2M 73k 71.47
2018-09-30 $5.8M 73k 80.49
2018-06-30 $5.4M 73k 74.61
2018-03-31 $5.3M 73k 73.20
2017-12-31 $5.8M 74k 77.80
2017-09-30 $5.4M 76k 71.79
2017-06-30 $5.3M 76k 70.35
2017-03-31 $5.1M 76k 67.46
2016-12-31 $5.1M 76k 67.57
2016-09-30 $4.7M 75k 62.00
2016-06-30 $4.8M 75k 63.27
2016-03-31 $4.7M 78k 59.87
2015-12-31 $4.3M 78k 54.88
2015-09-30 $4.4M 78k 57.03
2015-06-30 $4.8M 79k 61.32
2015-03-31 $4.9M 81k 60.87
2014-12-31 $4.9M 82k 59.71
2014-09-30 $4.8M 84k 56.87
2014-06-30 $5.0M 85k 58.55
2014-03-31 $4.9M 86k 56.21
2013-12-31 $4.7M 87k 54.61
2013-09-30 $3.9M 77k 50.51
2013-06-30 $4.1M 80k 51.29
2012-09-30 $3.2M 73k 43.03
2012-06-30 $3.0M 75k 40.72
2012-03-31 $3.3M 78k 41.73
2011-09-30 $2.4M 69k 34.32
2011-06-30 $2.7M 67k 40.32
2011-03-31 $2.8M 69k 41.15

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

Top funds holding Vanguard Mega Cap 300 Value Index ETF

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View all funds holding Vanguard Mega Cap 300 Value Index ETF