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Vanguard Mega Cap 300 Index shares owned by Crux Wealth Advisors

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

Historical chart of Crux 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 Crux 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 Crux Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $347k 1.4k 251.19
2025-09-30 $337k 1.4k 244.16
2025-06-30 $315k 1.4k 225.00

More positions owned by Crux Wealth Advisors

Bny Mellon Etf Trust Core Bond Etf (BKAG)
Spdr Series Trust State Street Spd (SPYG)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust State Street Spd (SPYX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Alphabet Cap Stk Cl A (GOOGL)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)

View all positions for Crux Wealth Advisors

Top funds holding Vanguard Mega Cap 300 Index

Envestnet Asset Management
New York Life Investment Management
Vantagepoint Investment Advisers
Wells Fargo & Company
Leavell Investment Management
LPL Financial
RiverFront Investment Group
UBS Group
Ameriprise Financial
Jpmorgan Chase & Co
Procyon Private Wealth Partners
Raymond James Financial
BancorpSouth Bank
Pnc Financial Services
Cetera Investment Advisers

View all funds holding Vanguard Mega Cap 300 Index