Oxford Financial »

Vanguard Mega Cap 300 Index shares owned by Oxford Financial

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

Historical chart of Oxford Financial 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 Oxford Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mega Cap 300 Index by Oxford Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $74k 360 206.64
2024-03-31 $67k 360 186.87
2023-12-31 $61k 360 169.28
2023-09-30 $25k 164 151.87
2023-06-30 $26k 164 156.46

More positions owned by Oxford Financial

Eli Lilly & Co. (LLY)
Vanguard Index Fds Total Stk Mkt (VTI)
Intuitive Surgical Com New (ISRG)
Ishares Tr National Mun Etf (MUB)
Etf Ser Solutions Distillate Us (DSTL)
Listed Fd Tr Horizon Kinetics (INFL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Acwi Etf (ACWI)
Microsoft Corporation (MSFT)

View all positions for Oxford Financial

Top funds holding Vanguard Mega Cap 300 Index

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

View all funds holding Vanguard Mega Cap 300 Index