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Vanguard Mega Cap 300 Index shares owned by Modera Wealth Management

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

Historical chart of Modera Wealth Management 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 Modera Wealth Management 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 Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $17M 68k 251.17
2025-09-30 $17M 69k 244.09
2025-06-30 $16M 70k 224.92
2025-03-31 $15M 73k 201.38
2024-12-31 $15M 71k 212.66
2024-09-30 $255k 1.2k 206.64
2024-06-30 $244k 1.2k 197.29
2024-03-31 $231k 1.2k 186.87
2023-09-30 $5.0M 84k 59.39
2023-06-30 $201k 1.3k 156.46