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Vanguard Mega Cap 300 Index shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $572k 2.3k 251.17

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPYM)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Holistic Planning

Top funds holding Vanguard Mega Cap 300 Index

Envestnet Asset Management
New York Life Investment Management
Vantagepoint Investment Advisers
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