Vanguard Mega Cap 300 Index shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Vanguard Mega Cap 300 Index (MGC) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Vanguard Mega Cap 300 Index
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Quarterly reported holdings in Vanguard Mega Cap 300 Index by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 4.5k | 244.07 |
| 2025-06-30 | $1.0M | 4.5k | 224.94 |
| 2025-03-31 | $891k | 4.4k | 201.39 |
| 2024-12-31 | $1.1M | 5.1k | 212.66 |
| 2024-09-30 | $1.1M | 5.2k | 206.62 |
| 2024-06-30 | $1.1M | 5.4k | 197.27 |
| 2024-03-31 | $983k | 5.3k | 186.85 |
| 2023-12-31 | $978k | 5.8k | 169.27 |
| 2023-09-30 | $900k | 5.9k | 151.86 |
| 2023-06-30 | $944k | 6.0k | 156.45 |
| 2023-03-31 | $1.2M | 8.5k | 143.14 |
| 2022-12-31 | $1.4M | 11k | 132.40 |
| 2022-09-30 | $1.6M | 13k | 124.83 |
| 2022-06-30 | $1.8M | 14k | 131.81 |
| 2022-03-31 | $2.1M | 15k | 145.60 |
| 2021-12-31 | $2.4M | 15k | 168.07 |
| 2021-09-30 | $640k | 4.2k | 152.27 |
| 2021-06-30 | $575k | 3.8k | 152.44 |
| 2021-03-31 | $629k | 4.3k | 146.38 |
| 2020-12-31 | $400k | 3.0k | 134.82 |