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

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

Historical chart of MAI 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 MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1M 12k 259.50
2023-09-30 $2.6M 11k 226.90
2023-06-30 $2.9M 12k 235.32
2023-03-31 $2.7M 13k 204.51
2022-12-31 $2.3M 13k 172.07
2022-09-30 $2.2M 13k 174.32

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Microsoft Corp CS (MSFT)
Apple CS (AAPL)
Spdr S&p 500 Etf Trust Ee (SPY)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Vanguard Dividend Appreciation Ee (VIG)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
Invesco Qqq Tr Ser 1 Ee (QQQ)
iShares Core MSCI EAFE Ez (IEFA)
Alphabet Inc Class C CS (GOOG)

View all positions for MAI Wealth Advisors

Top funds holding Vanguard Mega Cap 300 Growth Index ETF

Assetmark
Cassaday & Co Wealth Management
Bank of America Corporation
Lincoln National
Wells Fargo & Company
UBS Group
Advisor Group Holdings
Pnc Financial Services
Kensington Asset Management
Royal Bank of Canada
HPM Partners
HighTower Advisors
Commonwealth Equity Services
Means Investment
Captrust Financial Advisors

View all funds holding Vanguard Mega Cap 300 Growth Index ETF