Vanguard Mega Cap 300 Index shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mega Cap 300 Index (MGC) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vanguard Mega Cap 300 Index
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All positions including Vanguard Mega Cap 300 Index held by EP 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 EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $227k | 1.0k | 224.96 |
| 2025-03-31 | $204k | 1.0k | 201.47 |
| 2024-12-31 | $215k | 1.0k | 212.67 |
| 2024-09-30 | $214k | 1.0k | 206.65 |
| 2024-06-30 | $211k | 1.1k | 197.30 |
| 2024-03-31 | $363k | 1.9k | 186.88 |
| 2023-12-31 | $208k | 1.2k | 169.28 |
| 2023-09-30 | $258k | 1.7k | 151.87 |
| 2023-06-30 | $266k | 593k | 0.45 |
| 2023-03-31 | $45M | 211k | 211.94 |