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Vanguard Mega Cap 300 Index shares owned by Beacon Harbor Wealth Advisors

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

Historical chart of Beacon Harbor Wealth Advisors investment in Vanguard Mega Cap 300 Index

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mega Cap 300 Index held by Beacon Harbor Wealth Advisors 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 Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.6M 57k 169.28
2023-09-30 $8.4M 55k 151.87
2023-06-30 $8.6M 55k 156.45

More positions owned by Beacon Harbor Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Davis Fundamental Etf Tr Select Finl (DFNL)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Vanguard World Mega Cap Index (MGC)
Indexiq Etf Tr Hedge Mlti Etf (QAI)
Ishares Gold Tr Ishares New (IAU)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Portfolio Short (SPSB)
International Business Machines (IBM)
Elf Beauty (ELF)
NVIDIA Corporation (NVDA)
Amphastar Pharmaceuticals (AMPH)

View all positions for Beacon Harbor Wealth Advisors

Top funds holding Vanguard Mega Cap 300 Index

Bank of America Corporation
Apex Investment Services
New York Life Investment Management
Pnc Financial Services
Leavell Investment Management
Wells Fargo & Company
UBS Group
Branch Banking & Trust Company
Apella Capital
BKD Wealth Advisors
Global Assets Advisory
Kuehl Shepherd Kozlowski & Associates
Proequities
Jpmorgan Chase & Co
Orion Portfolio Solutions

View all funds holding Vanguard Mega Cap 300 Index