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Vanguard Mega Cap 300 Index shares owned by Summit X

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

Historical chart of Summit X 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 X 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 X

Quarter filed Position value Share count Share price at filing
2024-09-30 $226k 1.1k 197.33
2024-06-30 $263k 1.3k 198.09
2024-03-31 $223k 1.2k 186.95
2023-12-31 $4.2M 25k 169.29

More positions owned by Summit X

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Eafe Grwth Etf (EFG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Microsoft Corporation (MSFT)
O'reilly Automotive (ORLY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Summit X

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