PFG Private Wealth Management »

Vanguard Mega Cap 300 Index shares owned by PFG Private Wealth Management

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

Historical chart of PFG Private 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 PFG Private Wealth Management 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 PFG Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $33k 158 206.64
2024-06-30 $31k 158 197.29

More positions owned by PFG Private Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds 2026 Term (IBHF)
Ishares Tr Ibonds 24 Trm Hg (IBHD)
Ishares Tr Ibonds 25 Trm Hg (IBHE)

View all positions for PFG Private Wealth Management

Top funds holding Vanguard Mega Cap 300 Index

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

View all funds holding Vanguard Mega Cap 300 Index