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Vanguard Mega Cap 300 Index shares owned by Cassaday & Co Wealth Management

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

Historical chart of Cassaday & Co 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 Cassaday & Co Wealth Management 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 Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 5.2k 206.64
2024-06-30 $894k 4.5k 197.29
2024-03-31 $389k 2.1k 186.87
2023-12-31 $318k 1.9k 169.28
2023-09-30 $261k 1.7k 151.87

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Cassaday & Co Wealth Management

Top funds holding Vanguard Mega Cap 300 Index

Bank of America Corporation
Morgan Stanley
New York Life Investment Management
Apex Investment Services
Wells Fargo & Company
Leavell Investment Management
Envestnet Asset Management
Apella Capital
BancorpSouth Bank
Pnc Financial Services
LPL Financial
Branch Banking & Trust Company
BKD Wealth Advisors
Kuehl Shepherd Kozlowski & Associates
Proequities

View all funds holding Vanguard Mega Cap 300 Index