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Vanguard Mega Cap 300 Index shares owned by Oak Point Wealth Management

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

Historical chart of Oak Point 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 Oak Point 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 Oak Point Wealth Management

Quarter filed Position value Share count Share price at filing
2018-03-31 $435k 4.9k 88.43
2017-12-31 $470k 5.1k 92.25

More positions owned by Oak Point Wealth Management

iShares S&P 1500 Index Fund (ITOT)
iShares S&P 500 Index (IVV)
Powershares Exchange
SPDR S&P Dividend (SDY)
iShares Dow Jones EPAC Sel Div Ind (IDV)
Vanguard High Dividend Yield ETF (VYM)
Fs Investment Corporation
Nuveen Barclays Shrt Term Muni bdfund (SHM)
Ishares Inc msci world idx (URTH)
Legg Mason Etf Equity Tr low divi etf (LVHD)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
WisdomTree LargeCap Dividend Fund (DLN)
WisdomTree Emerging Markets Eq (DEM)
Ishares Tr core tl usd bd (IUSB)
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf

View all positions for Oak Point Wealth Management

Top funds holding Vanguard Mega Cap 300 Index

Bank of America Corporation
Morgan Stanley
New York Life Investment Management
Apex Investment Services
Pnc Financial Services
Ameriprise Financial
Envestnet Asset Management
Wells Fargo & Company
Leavell Investment Management
UBS Group
LPL Financial
Branch Banking & Trust Company
Apella Capital
BKD Wealth Advisors
Global Assets Advisory

View all funds holding Vanguard Mega Cap 300 Index