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Vanguard Mega Cap 300 Index shares owned by Soltis Investment Advisors

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

Historical chart of Soltis Investment 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 Soltis Investment 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 Soltis Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $229k 1.1k 212.66
2024-09-30 $223k 1.1k 206.64
2024-06-30 $213k 1.1k 197.29

More positions owned by Soltis Investment Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Security Natl Finl Corp Cl A New (SNFCA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core S&p Mcp Etf (IJH)
Innovator Etfs Trust Equity Defined P
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Soltis Investment Advisors

Top funds holding Vanguard Mega Cap 300 Index

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
New York Life Investment Management
Ameriprise Financial
Apex Investment Services
Leavell Investment Management
Envestnet Asset Management
LPL Financial
BancorpSouth Bank
Pnc Financial Services
Apella Capital
UBS Group
Raymond James Financial
BKD Wealth Advisors

View all funds holding Vanguard Mega Cap 300 Index