Independent Advisor Alliance »

Vanguard Mega Cap 300 Index shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mega Cap 300 Index by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.7M 28k 169.28
2023-09-30 $2.1M 14k 151.87
2023-06-30 $2.2M 14k 156.46
2023-03-31 $2.0M 14k 143.14
2022-12-31 $1.8M 14k 132.40
2019-12-31 $264k 2.4k 111.91