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Vanguard Mega Cap 300 Growth Index ETF shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Growth Index ETF (MGK) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Vanguard Mega Cap 300 Growth Index ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mega Cap 300 Growth Index ETF held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mega Cap 300 Growth Index ETF by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $595k 1.5k 402.53
2025-06-30 $544k 1.5k 366.26
2025-03-31 $481k 1.6k 308.95
2024-12-31 $348k 1.0k 343.50

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded SHS (FVD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Beacon Financial Advisory

Top funds holding Vanguard Mega Cap 300 Growth Index ETF

Assetmark
Cassaday & Co Wealth Management
Morgan Stanley
Captrust Financial Advisors
Howard Capital Management
LPL Financial
UBS Group
Vantagepoint Investment Advisers
Ameriprise Financial
Wells Fargo & Company
Advisor Group Holdings
Envestnet Asset Management
Angeles Wealth Management
Merit Financial Group
Pnc Financial Services

View all funds holding Vanguard Mega Cap 300 Growth Index ETF