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Vanguard Mega Cap 300 Index shares owned by Beacon Financial

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Index (MGC) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in Vanguard Mega Cap 300 Index

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All positions including Vanguard Mega Cap 300 Index held by Beacon Financial 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 Beacon Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 57k 244.09
2025-06-30 $6.3M 28k 224.92
2025-03-31 $3.5M 17k 201.38
2023-12-31 $1.6M 9.5k 169.28

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Blackrock Etf Trust Ishares Intl Div (BIDD)
First Tr Exchange-traded SHS (FVD)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Beacon Financial

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