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Vanguard Mega Cap 300 Index shares owned by Heritage Wealth Advisors

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

Historical chart of Heritage 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 Heritage 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 Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $128k 526 244.09
2025-06-30 $118k 526 224.92
2025-03-31 $106k 526 201.38

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
iShares Core MSCI EAFE Etf (IEFA)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Raytheon Technologies Corp (RTX)
Brookfield Corp Cl A Ltd Vt Sh (BN)
iShares Russell Midcap Value Etf (IWS)
Apple (AAPL)
Berkshire Hathaway Cl B CL B (BRK.B)
Johnson & Johnson (JNJ)
MasterCard Incorporated (MA)
iShares Core MSCI Emerging Markets ETF Etf (IEMG)
Automatic Data Processing (ADP)
Merck & Co (MRK)
Wal-Mart Stores (WMT)

View all positions for Heritage Wealth Advisors

Top funds holding Vanguard Mega Cap 300 Index

Envestnet Asset Management
New York Life Investment Management
Vantagepoint Investment Advisers
Morgan Stanley
Wells Fargo & Company
Leavell Investment Management
UBS Group
RiverFront Investment Group
Apex Investment Services
LPL Financial
Ameriprise Financial
Procyon Private Wealth Partners
Jpmorgan Chase & Co
Raymond James Financial
BancorpSouth Bank

View all funds holding Vanguard Mega Cap 300 Index