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Vanguard Mega Cap 300 Growth Index ETF shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners 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 Cyndeo Wealth Partners 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $993k 2.9k 343.41
2024-09-30 $941k 2.9k 321.99
2024-06-30 $699k 2.2k 314.21
2024-03-31 $313k 1.1k 286.61

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Small Cp Etf (VB)
Meta Platforms Cl A (META)
First Tr Exchange-traded Core Investment (FTCB)
First Tr Exchange-traded Senior Ln Fd (FTSL)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding Vanguard Mega Cap 300 Growth Index ETF

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

View all funds holding Vanguard Mega Cap 300 Growth Index ETF