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Vanguard Mega Cap 300 Index shares owned by Fulcrum Equity Management

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

Historical chart of Fulcrum Equity Management 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 Fulcrum Equity Management 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 Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $247k 1.2k 206.64
2024-03-31 $357k 1.9k 186.87

More positions owned by Fulcrum Equity Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Msci World Etf (URTH)
Oneok (OKE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Technology (XLK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vistra Energy (VST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Communication (XLC)
Abbvie (ABBV)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)

View all positions for Fulcrum Equity Management

Top funds holding Vanguard Mega Cap 300 Index

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
New York Life Investment Management
Ameriprise Financial
Apex Investment Services
Leavell Investment Management
Envestnet Asset Management
LPL Financial
BancorpSouth Bank
Pnc Financial Services
Apella Capital
UBS Group
Raymond James Financial
BKD Wealth Advisors

View all funds holding Vanguard Mega Cap 300 Index