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

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

Historical chart of Optimum 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 Optimum 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 Optimum Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $121k 300 402.42
2025-06-30 $110k 300 366.17
2025-03-31 $93k 300 308.88
2024-12-31 $103k 300 343.41
2024-09-30 $97k 300 321.95
2024-06-30 $94k 300 314.21
2024-03-31 $86k 300 286.61
2023-12-31 $78k 300 259.51
2023-09-30 $68k 300 226.90
2023-06-30 $71k 300 235.32
2023-03-31 $61k 300 204.51
2022-12-31 $52k 300 172.07
2022-09-30 $52k 300 173.33
2022-06-30 $55k 300 183.33
2022-03-31 $71k 300 236.67
2021-12-31 $78k 300 260.00
2021-09-30 $70k 300 233.33
2021-06-30 $69k 300 230.00
2021-03-31 $62k 300 206.67
2020-12-31 $61k 300 203.33
2020-09-30 $56k 300 186.67
2020-06-30 $49k 300 163.33
2020-03-31 $38k 300 126.67
2019-12-31 $44k 300 146.67
2019-09-30 $40k 300 133.33
2019-06-30 $39k 300 130.00
2019-03-31 $37k 300 123.33
2018-12-31 $32k 300 106.67
2018-09-30 $38k 300 126.67
2018-06-30 $36k 300 120.00
2018-03-31 $34k 300 113.33
2015-03-31 $999 17 58.82
2014-12-31 $999 17 58.82
2014-09-30 $999 17 58.82
2014-06-30 $999 17 58.82
2014-03-31 $999 17 58.82
2013-12-31 $999 17 58.82
2013-09-30 $999 17 58.82

More positions owned by Optimum Investment Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Amazon (AMZN)
Oracle Corporation (ORCL)
Spdr Gold Tr Gold Shs (GLD)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)

View all positions for Optimum Investment Advisors

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