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

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

Historical chart of Sonoma Private Wealth 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 Sonoma Private Wealth 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 Sonoma Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $446k 4.1k 109.37
2023-09-30 $1.4M 14k 101.40
2023-06-30 $1.4M 14k 103.76
2023-03-31 $1.1M 11k 101.02
2022-12-31 $1.1M 10k 102.85

More positions owned by Sonoma Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Procter & Gamble Company (PG)
NVIDIA Corporation (NVDA)
Global X Fds Data Ctr Reits (VPN)
At&t (T)
Vaneck Etf Trust Hip Sustble Muni (SMI)
Merck & Co (MRK)

View all positions for Sonoma Private Wealth

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