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Vanguard Mega Cap 300 Growth Index ETF shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth 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 EP Wealth 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $26M 82k 321.95
2024-06-30 $618k 2.0k 314.18
2024-03-31 $443k 1.5k 286.61
2023-12-31 $402k 1.5k 259.51
2023-09-30 $418k 1.8k 226.90
2023-06-30 $363k 2.2k 162.82
2023-03-31 $243k 1.7k 143.14
2022-12-31 $232k 1.4k 172.07
2022-06-30 $401k 2.2k 181.86
2022-03-31 $519k 2.2k 235.48
2021-12-31 $483k 1.9k 260.80
2021-09-30 $435k 1.9k 234.88
2021-06-30 $429k 1.9k 231.64
2021-03-31 $383k 1.9k 206.80
2020-12-31 $364k 1.8k 203.69