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Vanguard Mega Cap 300 Index shares owned by Wealth Group

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

Historical chart of Wealth Group 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 Wealth Group 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $226k 924 244.09
2025-06-30 $286k 1.3k 224.92

More positions owned by Wealth Group

Ishares Core S&p500 Etf (IVV)
JP Morgan Betabuilders US Equity (BBUS)
Ishares Msci Usa Qlt Fct (QUAL)
Vanguard Inf Tech Etf (VGT)
Vanguard S&p 500 Etf Shs (VOO)
Invesco Invesco Qqq Tr (QQQ)
Pacer Us Cash Cows 100 (COWZ)
Ishares US Equity Factor Rotation (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Core Div Grwth (DGRO)
pacer Pacer Developed Markets Intl Cash Cows 100 Etf (ICOW)
Vanguard Extend Mkt Etf (VXF)
Ishares Blackrock Systematic Multi Strategy Fund Instl Cl N/l (BIMBX)
Pacer Pacer Us Small (CALF)
Invesco S&p500 Pur Gwt (RPG)

View all positions for Wealth Group

Top funds holding Vanguard Mega Cap 300 Index

Envestnet Asset Management
New York Life Investment Management
Vantagepoint Investment Advisers
Morgan Stanley
Wells Fargo & Company
Leavell Investment Management
UBS Group
RiverFront Investment Group
Apex Investment Services
LPL Financial
Ameriprise Financial
Procyon Private Wealth Partners
Jpmorgan Chase & Co
Raymond James Financial
BancorpSouth Bank

View all funds holding Vanguard Mega Cap 300 Index