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Vanguard Mega Cap 300 Index shares owned by Brown Financial Advisory

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

Historical chart of Brown Financial Advisory 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 Brown Financial Advisory 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 Brown Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $570k 2.3k 244.13
2025-06-30 $525k 2.3k 224.95
2025-03-31 $241k 1.2k 201.39

More positions owned by Brown Financial Advisory

Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Brown Financial Advisory

Top funds holding Vanguard Mega Cap 300 Index

Envestnet Asset Management
New York Life Investment Management
Vantagepoint Investment Advisers
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