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Vanguard Mega Cap 300 Index shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 21k 206.64
2024-06-30 $4.2M 21k 197.29
2024-03-31 $4.1M 22k 186.87
2023-12-31 $4.1M 24k 169.28

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

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