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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
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)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Msci Usa Mmentm (MTUM)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for MA Private Wealth

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