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Vanguard Mega Cap 300 Growth Index ETF shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment 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 Moneta Group Investment 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.3M 20k 259.51
2023-09-30 $4.6M 20k 226.90
2023-06-30 $4.8M 21k 235.32
2023-03-31 $3.2M 16k 204.51
2022-12-31 $3.0B 17M 172.07
2022-09-30 $1.8M 10k 174.29
2022-06-30 $2.0M 11k 181.69
2022-03-31 $549k 2.3k 235.42
2021-12-31 $623k 2.4k 260.78
2021-09-30 $582k 2.5k 234.77
2021-06-30 $526k 2.3k 231.41
2021-03-31 $528k 2.6k 207.06
2020-12-31 $521k 2.6k 203.75
2020-09-30 $475k 2.6k 185.40
2020-06-30 $420k 2.6k 163.49
2020-03-31 $346k 2.7k 127.07
2019-12-31 $377k 2.6k 145.67
2019-09-30 $343k 2.6k 132.64
2019-06-30 $350k 2.2k 156.11
2019-03-31 $336k 132k 2.54
2018-12-31 $289k 2.7k 107.00
2018-09-30 $347k 2.7k 128.23
2018-06-30 $309k 2.5k 123.55

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment 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