Vanguard Mega Cap 300 Index shares owned by ValMark Advisers
Quarter-by-quarter ownership of Vanguard Mega Cap 300 Index (MGC) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Vanguard Mega Cap 300 Index
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All positions including Vanguard Mega Cap 300 Index held by ValMark Advisers 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 ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 14k | 206.64 |
| 2024-06-30 | $2.8M | 14k | 197.29 |
| 2024-03-31 | $2.6M | 14k | 186.87 |
| 2023-12-31 | $2.2M | 13k | 169.28 |
| 2023-09-30 | $1.9M | 13k | 151.87 |
| 2023-06-30 | $2.0M | 13k | 156.46 |
| 2023-03-31 | $1.6M | 11k | 143.14 |
| 2022-12-31 | $761k | 5.8k | 132.40 |
| 2022-03-31 | $3.2M | 20k | 159.03 |