Burns Wealth Management »

Vanguard Mega Cap 300 Index shares owned by Burns Wealth Management

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

Historical chart of Burns Wealth Management 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 Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mega Cap 300 Index by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 87k 244.09
2025-06-30 $20M 90k 224.92
2025-03-31 $18M 88k 201.38
2024-12-31 $19M 91k 212.66
2024-09-30 $19M 93k 206.64
2024-06-30 $18M 93k 197.29
2024-03-31 $18M 95k 186.87
2023-09-30 $15M 98k 151.87
2023-06-30 $17M 105k 156.46