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

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

Historical chart of Synergy Investment 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 Investment 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 Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $803k 2.0k 402.42
2025-06-30 $710k 1.9k 366.17
2025-03-31 $611k 2.0k 308.89
2024-12-31 $738k 2.2k 343.27

More positions owned by Synergy Investment Management

Vanguard Index Funds S&p 500 Etf Usd Equities (VOO)
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Equities (VUG)
Ishares Core MF Closed and MF Open (IVV)
Ishares U S MF Closed and MF Open (DYNF)
Spdr Portfolio MF Closed and MF Open (SPYG)
Invesco S&p MF Closed and MF Open (SPHQ)
Spdr Intermediate MF Closed and MF Open (SPTI)
Spdr Portfolio MF Closed and MF Open (SPYV)
Ishares Core MF Closed and MF Open (IEMG)
Ishares S&p MF Closed and MF Open (OEF)
Capital Group MF Closed and MF Open (CGDV)
First Trust MF Closed and MF Open (UCON)
Spdr Portfolio MF Closed and MF Open (SPTS)
Ishares A I MF Closed and MF Open (BAI)
Ishares Flexible MF Closed and MF Open (BINC)

View all positions for Synergy Investment Management

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
Advisor Group Holdings
Envestnet Asset Management
Merit Financial Group
Angeles Wealth Management
Pnc Financial Services
HPM Partners

View all funds holding Vanguard Mega Cap 300 Growth Index ETF