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Vanguard Mega Cap 300 Index shares owned by Monument Group Wealth Advisors

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

Historical chart of Monument Group 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 Monument Group 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 Monument Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $306k 1.6k 186.82
2023-12-31 $277k 1.6k 169.33

More positions owned by Monument Group Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Willis Towers Watson SHS (WTW)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Microsoft Corporation (MSFT)

View all positions for Monument Group Wealth Advisors

Top funds holding Vanguard Mega Cap 300 Index

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

View all funds holding Vanguard Mega Cap 300 Index