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Vanguard Mega Cap 300 Growth Index ETF shares owned by Robertson Stephens Wealth Management

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

Historical chart of Robertson Stephens Wealth Management 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 Robertson Stephens Wealth Management 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 Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 14k 321.96
2024-03-31 $3.3M 11k 286.61
2023-12-31 $3.0M 12k 259.51
2023-09-30 $2.3M 10k 226.90
2023-06-30 $2.3M 9.6k 235.32
2023-03-31 $842k 4.1k 204.51
2022-12-31 $1.7M 10k 172.07

More positions owned by Robertson Stephens Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Applovin Corp Com Cl A (APP)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Robertson Stephens Wealth Management

Top funds holding Vanguard Mega Cap 300 Growth Index ETF

Assetmark
Cassaday & Co Wealth Management
Morgan Stanley
Bank of America Corporation
Howard Capital Management
Captrust Financial Advisors
LPL Financial
Wells Fargo & Company
Lincoln National
Angeles Investment
Envestnet Asset Management
Pnc Financial Services
Angeles Wealth Management
Royal Bank of Canada
Brian McDonald

View all funds holding Vanguard Mega Cap 300 Growth Index ETF