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Vanguard Mega Cap 300 Index shares owned by Independent Wealth Advisors

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

Historical chart of Independent 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 Independent 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 Independent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.2M 14k 236.34
2025-12-31 $3.3M 13k 251.18

More positions owned by Independent Wealth Advisors

Spdr Gold Tr Gold Shs (GLD)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Proshares Tr S&p 500 Dv Arist (NOBL)
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Gold Tr Ishares New (IAU)
Strategy Day Hagan Smart (SSUS)
Vanguard World Mega Cap Index (MGC)
Ishares Silver Tr Ishares (SLV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Simplify Exchange Traded Fun High Yield Etf (CDX)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Independent Wealth Advisors

Top funds holding Vanguard Mega Cap 300 Index

Envestnet Asset Management
Bank of America Corporation
New York Life Investment Management
Vantagepoint Investment Advisers
Morgan Stanley
Wells Fargo & Company
Leavell Investment Management
LPL Financial
UBS Group
Raymond James Financial
Procyon Private Wealth Partners
Pnc Financial Services
BancorpSouth Bank
Ameriprise Financial
Cetera Investment Advisers

View all funds holding Vanguard Mega Cap 300 Index