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Vanguard Mega Cap 300 Index shares owned by Summit Asset Management

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

Historical chart of Summit Asset 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 Summit Asset 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 Summit Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $217k 1.1k 206.64
2024-06-30 $207k 1.1k 197.29

More positions owned by Summit Asset Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Internl Divid (SCHY)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Summit Asset Management

Top funds holding Vanguard Mega Cap 300 Index

Bank of America Corporation
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Wells Fargo & Company
Leavell Investment Management
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Apella Capital
BancorpSouth Bank
Pnc Financial Services
LPL Financial
Branch Banking & Trust Company
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Kuehl Shepherd Kozlowski & Associates
Proequities

View all funds holding Vanguard Mega Cap 300 Index