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Vanguard Mega Cap 300 Growth Index ETF shares owned by Synergy Financial Management

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

Historical chart of Synergy Financial 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 Synergy Financial 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 Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $208k 565 367.44
2025-12-31 $296k 718 412.77
2024-12-31 $76k 236 321.53
2024-06-30 $2.5M 8.0k 314.21
2023-03-31 $2.9M 14k 204.51

More positions owned by Synergy Financial Management

Spdr Series Trust State Street Spd (BIL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Oruka Therapeutics (ORKA)
Visa Com Cl A (V)
Costco Wholesale Corporation (COST)
Amphenol Corp Cl A (APH)
Anaptysbio Inc Common (ANAB)
Dolby Laboratories Com Cl A (DLB)

View all positions for Synergy Financial Management

Top funds holding Vanguard Mega Cap 300 Growth Index ETF

Assetmark
Cassaday & Co Wealth Management
Morgan Stanley
Bank of America Corporation
LPL Financial
Captrust Financial Advisors
UBS Group
Vantagepoint Investment Advisers
Ameriprise Financial
Wells Fargo & Company
Envestnet Asset Management
Angeles Wealth Management
Merit Financial Group
HPM Partners
Pnc Financial Services

View all funds holding Vanguard Mega Cap 300 Growth Index ETF