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Vanguard Mega Cap 300 Growth Index ETF shares owned by Clear Perspectives Financial Planning

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

Historical chart of Clear Perspectives Financial Planning 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 Clear Perspectives Financial Planning 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 Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $5.2M 25k 204.51
2022-12-31 $1.6M 9.3k 172.08
2022-09-30 $1.6M 9.4k 174.33
2022-06-30 $1.9M 11k 181.72
2022-03-31 $4.2M 18k 235.42
2021-12-31 $5.2M 20k 260.78
2021-09-30 $4.1M 17k 234.80
2021-06-30 $3.0M 13k 231.42
2021-03-31 $2.6M 12k 207.08
2020-12-31 $5.1M 25k 203.76

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

Top funds holding Vanguard Mega Cap 300 Growth Index ETF

Assetmark
Cassaday & Co Wealth Management
Bank of America Corporation
Lincoln National
Wells Fargo & Company
UBS Group
Advisor Group Holdings
Pnc Financial Services
Kensington Asset Management
Royal Bank of Canada
HPM Partners
HighTower Advisors
Commonwealth Equity Services
Means Investment
Petredis Investment Advisors

View all funds holding Vanguard Mega Cap 300 Growth Index ETF