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Vanguard Mega Cap 300 Index shares owned by FSM Wealth Advisors

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

Historical chart of FSM 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 FSM 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 FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 810 251.17

More positions owned by FSM Wealth Advisors

J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Pimco Etf Tr Active Bd Etf (BOND)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Glb Infrastr Etf (IGF)

View all positions for FSM Wealth Advisors

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
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