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Vanguard Mega Cap 300 Index shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning 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 Comprehensive Financial Planning 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $52k 213 243.60
2025-06-30 $48k 212 224.97
2025-03-31 $43k 212 201.42
2024-12-31 $45k 211 213.07

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Janus Henderson Aaa Clo Etf Uie (JAAA)
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NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard S&p 500 Etf Uie (VOO)
Invsc S P 500 Top 50 Etf Uie (XLG)
Ishares Core S&p 500 Etf Uie (IVV)
Jpmorgan Active Growth Etf Uie (JGRO)
Amazon (AMZN)
T Rowe Price Blue Chip Growth Etf Uie (TCHP)
Spdr S&p 500 Etf Uie (SPY)
Wisdomtree Us Qlt Div Grw Etf Uie (DGRW)
Ishares S&p 500 Growth Etf Uie (IVW)
Schwab Us Large Cap Growth Etf Uie (SCHG)

View all positions for Comprehensive Financial Planning

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