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Vanguard Mega Cap 300 Index shares owned by MA Private Wealth

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

Historical chart of MA Private Wealth 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 MA Private Wealth 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 MA Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 71k 206.64
2024-06-30 $14M 73k 197.29
2024-03-31 $13M 71k 186.87
2023-12-31 $11M 67k 169.28

More positions owned by MA Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Eafe Grwth Etf (EFG)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard World Mega Cap Index (MGC)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for MA Private Wealth

Top funds holding Vanguard Mega Cap 300 Index

Bank of America Corporation
Morgan Stanley
New York Life Investment Management
Apex Investment Services
Wells Fargo & Company
Leavell Investment Management
Envestnet Asset Management
Apella Capital
BancorpSouth Bank
Pnc Financial Services
LPL Financial
Branch Banking & Trust Company
BKD Wealth Advisors
Kuehl Shepherd Kozlowski & Associates
Proequities

View all funds holding Vanguard Mega Cap 300 Index