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Vanguard Mega Cap 300 Growth Index ETF shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Growth Index ETF (MGK) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management 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 Connecticut Wealth Management 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $201k 546 367.44
2025-06-30 $241k 659 366.17
2025-03-31 $204k 659 308.88
2024-12-31 $357k 1.0k 343.41
2024-09-30 $212k 659 321.95
2024-06-30 $207k 659 314.21

More positions owned by Connecticut Wealth Management

Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Connecticut Wealth Management

Top funds holding Vanguard Mega Cap 300 Growth Index ETF

Assetmark
Cassaday & Co Wealth Management
Morgan Stanley
Bank of America Corporation
LPL Financial
Captrust Financial Advisors
UBS Group
Vantagepoint Investment Advisers
Ameriprise Financial
Wells Fargo & Company
Envestnet Asset Management
Angeles Wealth Management
Merit Financial Group
HPM Partners
Pnc Financial Services

View all funds holding Vanguard Mega Cap 300 Growth Index ETF