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

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

Historical chart of Lakeshore 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 Lakeshore 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 Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $602k 1.5k 402.42
2025-06-30 $264k 721 366.17
2025-03-31 $223k 721 308.88

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Select Sector Spdr Tr Financial (XLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard World Health Car Etf (VHT)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Lakeshore Financial Planning

Top funds holding Vanguard Mega Cap 300 Growth Index ETF

Assetmark
Cassaday & Co Wealth Management
Morgan Stanley
Captrust Financial Advisors
Howard Capital Management
LPL Financial
UBS Group
Vantagepoint Investment Advisers
Ameriprise Financial
Wells Fargo & Company
Advisor Group Holdings
Envestnet Asset Management
Angeles Wealth Management
Merit Financial Group
Pnc Financial Services

View all funds holding Vanguard Mega Cap 300 Growth Index ETF