Private Wealth Group »

Vanguard Mega Cap 300 Value Index ETF shares owned by Private Wealth Group

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

Historical chart of Private Wealth Group 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 Private Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mega Cap 300 Value Index ETF by Private Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $879k 7.4k 119.51
2023-12-31 $804k 7.4k 109.37
2023-09-30 $746k 7.4k 101.40
2023-06-30 $763k 7.4k 103.76
2023-03-31 $743k 7.4k 101.02
2022-12-31 $756k 7.4k 102.85

More positions owned by Private Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Bd Index Fds Intermed Term (BIV)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)

View all positions for Private Wealth Group

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