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Vanguard Mega Cap 300 Growth Index ETF shares owned by Stone Wealth Partners

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

Historical chart of Stone Wealth Partners 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 Stone Wealth Partners 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 Stone Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.6M 11k 412.79

More positions owned by Stone Wealth Partners

Spdr Series Trust State Street Spd (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Rus Md Cp Gr Etf (IWP)
First Tr Exchange-traded First Tr Enh New (FTSM)
Spdr Series Trust State Street Spd (BIL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Apple (AAPL)

View all positions for Stone Wealth Partners

Top funds holding Vanguard Mega Cap 300 Growth Index ETF

Assetmark
Cassaday & Co Wealth Management
Captrust Financial Advisors
Howard Capital Management
LPL Financial
UBS Group
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