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Vanguard Mega Cap 300 Index shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Index (MGC) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Vanguard Mega Cap 300 Index

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All positions including Vanguard Mega Cap 300 Index held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mega Cap 300 Index by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.6M 23k 244.67
2025-06-30 $5.2M 23k 225.47
2025-03-31 $4.7M 23k 201.38
2024-12-31 $4.9M 23k 212.66

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom Call Call Option (Principal) (AVGO)

View all positions for A. Montag and Associates

Top funds holding Vanguard Mega Cap 300 Index

Envestnet Asset Management
New York Life Investment Management
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Morgan Stanley
Wells Fargo & Company
Leavell Investment Management
UBS Group
RiverFront Investment Group
Apex Investment Services
LPL Financial
Ameriprise Financial
Procyon Private Wealth Partners
Jpmorgan Chase & Co
Raymond James Financial
BancorpSouth Bank

View all funds holding Vanguard Mega Cap 300 Index