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Vanguard Mega Cap 300 Index shares owned by Kuehl Shepherd Kozlowski & Associates

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Index (MGC) shares owned by Kuehl Shepherd Kozlowski & Associates from 13F filings

Historical chart of Kuehl Shepherd Kozlowski & Associates investment in Vanguard Mega Cap 300 Index

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All positions including Vanguard Mega Cap 300 Index held by Kuehl Shepherd Kozlowski & Associates 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 Kuehl Shepherd Kozlowski & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $39M 224k 174.78
2023-09-30 $35M 225k 153.88
2023-06-30 $37M 229k 160.76
2023-03-31 $33M 232k 142.31
2022-12-31 $33M 235k 140.51
2022-09-30 $32M 246k 129.41
2022-06-30 $35M 248k 139.54
2022-03-31 $40M 257k 153.82
2021-12-31 $44M 259k 168.08
2021-09-30 $41M 260k 159.07
2021-06-30 $40M 262k 153.78
2021-03-31 $39M 270k 144.18
2020-12-31 $37M 277k 133.45
2020-06-30 $32M 290k 109.45
2020-03-31 $27M 291k 90.94
2019-12-31 $34M 302k 111.72
2019-09-30 $32M 313k 103.11
2019-06-30 $33M 323k 101.25
2019-03-31 $32M 328k 97.69
2018-12-31 $34M 337k 100.49
2018-09-30 $34M 337k 100.49
2018-06-30 $32M 345k 93.39
2018-03-31 $32M 357k 90.59
2017-12-31 $35M 380k 91.79
2017-09-30 $34M 390k 86.27
2017-06-30 $37M 449k 82.89
2017-03-31 $43M 537k 80.65
2016-12-31 $53M 699k 76.34
2016-09-30 $53M 717k 73.75
2016-06-30 $53M 743k 71.51
2016-03-31 $53M 755k 70.10
2015-12-31 $54M 772k 69.76
2015-09-30 $51M 778k 65.28
2015-06-30 $55M 783k 70.30
2015-03-31 $55M 781k 70.36
2014-12-31 $57M 805k 70.25
2014-09-30 $56M 824k 67.55
2014-06-30 $56M 834k 66.94
2014-03-31 $54M 850k 63.88
2013-12-31 $55M 876k 63.16
2013-09-30 $50M 876k 57.43
2013-06-30 $47M 858k 54.65

More positions owned by Kuehl Shepherd Kozlowski & Associates

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard World Mega Cap Index (MGC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Kuehl Shepherd Kozlowski & Associates

Top funds holding Vanguard Mega Cap 300 Index

Bank of America Corporation
Apex Investment Services
New York Life Investment Management
Pnc Financial Services
Leavell Investment Management
Wells Fargo & Company
UBS Group
Branch Banking & Trust Company
Apella Capital
BKD Wealth Advisors
Global Assets Advisory
Kuehl Shepherd Kozlowski & Associates
Proequities
Jpmorgan Chase & Co
Orion Portfolio Solutions

View all funds holding Vanguard Mega Cap 300 Index