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Vanguard Mega Cap 300 Growth Index ETF shares owned by Peak Retirement Planning

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

Historical chart of Peak Retirement 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 Peak Retirement 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 Peak Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $514k 1.2k 412.73
2025-09-30 $341k 846 402.58
2025-06-30 $314k 858 366.36

More positions owned by Peak Retirement Planning

iShares 0-3 Month Treasury Bond ETF Exchange Traded Fund (SGOV)
Invesco QQQ Trust, Series 1 Exchange Traded Fund (QQQ)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)
SPDR Gold MiniShares Trust Exchange Traded Fund (GLDM)
Vanguard Growth ETF Exchange Traded Fund (VUG)
State Street Communication Services Select Sector SPDR ETF Exchange Traded Fund (XLC)
State Street Energy Select Sector SPDR ETF Exchange Traded Fund (XLE)
State Street Materials Select Sector SPDR ETF Exchange Traded Fund (XLB)
State Street Real Estate Select Sector SPDR ETF Exchange Traded Fund (XLRE)
State Street Consumer Staples Select Sector SPDR ETF Exchange Traded Fund (XLP)
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)
Vanguard Small-Cap Value ETF Exchange Traded Fund (VBR)
NVIDIA Corporation - Common Stock (NVDA)
Vanguard Value ETF Exchange Traded Fund (VTV)

View all positions for Peak Retirement Planning

Top funds holding Vanguard Mega Cap 300 Growth Index ETF

Assetmark
Cassaday & Co Wealth Management
Howard Capital Management
LPL Financial
UBS Group
Captrust Financial Advisors
Vantagepoint Investment Advisers
Ameriprise Financial
Wells Fargo & Company
Envestnet Asset Management
Merit Financial Group
Angeles Wealth Management
Pnc Financial Services
HPM Partners
Royal Bank of Canada

View all funds holding Vanguard Mega Cap 300 Growth Index ETF