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Vanguard Mega Cap 300 Index shares owned by Curio Wealth

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

Historical chart of Curio Wealth 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 Curio Wealth 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 Curio Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 940 244.09
2025-06-30 $211k 940 224.92
2025-03-31 $214k 8 26742.00
2024-12-31 $214k 1.0k 212.66

More positions owned by Curio Wealth

Dfa Us Core Equity Market Etf Etf (DFAU)
Dfa S/t Fixed Income Etf Etf (DFSD)
Dfa Global Core Fixed Income Etf Etf (DFGP)
Avantis Intl Core Equity Etf Etf (AVDE)
Dfa Int Core Equity Etf Etf (DFAI)
Dfa Us Small Cap Etf Etf (DFAS)
Avantis Us Equity Etf Etf (AVUS)
Avantis Emerging Mkt Eq Etf Etf (AVEM)
Dimensional Us Lrge Cp Vctr Etf Etf (DFVX)
Dfa Us Real Estate Etf Etf (DFAR)
Dfa Emerging Markets Etf Etf (DFAE)
Avantis Intl Small Value Etf Etf (AVDV)
Dfa Us Core Equity 2 Etf Etf (DFAC)
Dfa Core Fixed Income Etf Etf (DFCF)
Dfa Us Targeted Value Etf Etf (DFAT)

View all positions for Curio Wealth

Top funds holding Vanguard Mega Cap 300 Index

Envestnet Asset Management
New York Life Investment Management
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Wells Fargo & Company
Leavell Investment Management
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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