Vanguard Mega Cap 300 Index shares owned by Waterford Advisors
Quarter-by-quarter ownership of Vanguard Mega Cap 300 Index (MGC) shares owned by Waterford Advisors
from 13F filings
Historical chart of Waterford Advisors investment in Vanguard Mega Cap 300 Index
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Quarterly reported holdings in Vanguard Mega Cap 300 Index by Waterford Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 24k | 244.09 |
| 2025-06-30 | $5.5M | 877 | 6219.35 |
| 2025-03-31 | $4.9M | 24k | 201.38 |
| 2024-12-31 | $5.5M | 26k | 212.66 |
| 2024-09-30 | $5.4M | 26k | 206.64 |
| 2024-06-30 | $5.2M | 26k | 197.29 |
| 2024-03-31 | $4.9M | 26k | 186.87 |
| 2023-09-30 | $4.7M | 31k | 151.87 |
| 2023-06-30 | $5.2M | 34k | 156.47 |
| 2023-03-31 | $4.8M | 34k | 143.13 |