Phillips Financial Management »

Vanguard Mega Cap 300 Index shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial 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 Phillips Financial 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.8M 47k 186.87
2023-12-31 $8.3M 49k 169.28
2023-09-30 $7.5M 49k 151.87
2023-06-30 $7.7M 49k 156.46
2023-03-31 $7.1M 50k 143.14
2022-12-31 $6.7M 51k 132.40
2022-09-30 $6.7M 54k 124.82
2022-06-30 $7.3M 56k 131.82
2022-03-31 $9.0M 57k 159.04
2021-12-31 $9.6M 57k 168.07
2021-09-30 $8.7M 57k 152.39
2021-06-30 $8.7M 57k 152.35
2021-03-31 $8.0M 57k 140.22
2020-12-31 $7.6M 57k 133.46
2020-09-30 $6.8M 57k 119.89
2020-06-30 $5.5M 50k 109.45
2020-03-31 $3.1M 36k 87.03
2019-12-31 $4.2M 38k 111.72
2019-09-30 $3.9M 38k 103.10
2019-06-30 $4.0M 39k 102.11
2019-03-31 $4.0M 40k 98.79
2018-12-31 $3.5M 40k 86.87
2018-09-30 $4.1M 41k 100.95
2018-06-30 $3.8M 41k 93.64
2018-03-31 $3.7M 41k 89.33
2017-12-31 $3.9M 41k 94.11
2017-09-30 $3.5M 41k 86.26
2017-06-30 $3.5M 41k 84.80
2017-03-31 $3.3M 41k 79.62
2016-12-31 $3.2M 41k 77.57
2016-09-30 $3.1M 42k 72.79
2016-06-30 $3.2M 43k 73.79
2016-03-31 $3.3M 46k 70.62
2015-12-31 $3.0M 46k 64.65
2015-09-30 $3.2M 47k 67.36
2015-06-30 $3.5M 48k 72.79
2015-03-31 $3.5M 49k 71.55
2014-12-31 $3.4M 49k 69.11
2014-09-30 $3.3M 51k 65.41
2014-06-30 $3.5M 52k 67.14
2014-03-31 $3.3M 52k 63.73
2013-12-31 $3.3M 53k 62.57
2013-09-30 $2.7M 46k 57.73
2013-06-30 $2.7M 46k 57.41
2012-09-30 $2.6M 52k 49.64
2012-06-30 $2.5M 53k 46.89
2012-03-31 $2.5M 52k 48.09
2011-09-30 $2.0M 53k 38.78
2011-06-30 $2.2M 48k 45.21
2011-03-31 $2.2M 48k 45.09

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

Top funds holding Vanguard Mega Cap 300 Index

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

View all funds holding Vanguard Mega Cap 300 Index