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Vanguard Mega Cap 300 Growth Index ETF shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Growth Index ETF (MGK) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 36k 321.95
2024-06-30 $11M 35k 314.21
2024-03-31 $9.4M 33k 286.61
2023-12-31 $8.1M 31k 259.51

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Vanguard Mega Cap 300 Growth Index ETF

Assetmark
Cassaday & Co Wealth Management
Morgan Stanley
Bank of America Corporation
Howard Capital Management
Captrust Financial Advisors
LPL Financial
Wells Fargo & Company
Lincoln National
Angeles Investment
Envestnet Asset Management
Pnc Financial Services
Angeles Wealth Management
Royal Bank of Canada
Brian McDonald

View all funds holding Vanguard Mega Cap 300 Growth Index ETF