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Vanguard Mega Cap 300 Index shares owned by Elevation Capital Advisory

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

Historical chart of Elevation Capital Advisory 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 Elevation Capital Advisory 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 Elevation Capital Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.6M 18k 197.29

More positions owned by Elevation Capital Advisory

Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL)
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Ishares Tr Rus Tp200 Gr Etf (IWY)
Global X Fds Conscious Cos (KRMA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Msci Usa Mmentm (MTUM)
American Centy Etf Tr Us Quality Grow (QGRO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Usa Esg Slc (SUSA)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)

View all positions for Elevation Capital Advisory

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