Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Tanglewood Legacy Advisors »

Vanguard Mega Cap 300 Growth Index ETF shares owned by Tanglewood Legacy Advisors

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Growth Index ETF (MGK) shares owned by Tanglewood Legacy Advisors from 13F filings

Historical chart of Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Vanguard Mega Cap 300 Growth Index ETF by Tanglewood Legacy Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$81k	200	402.42
2025-06-30	$73k	200	366.17
2025-03-31	$62k	200	308.88
2024-12-31	$69k	200	343.41

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)

Ishares S&p MF Closed and MF Open (IUSG)

Ishares Russell MF Closed and MF Open (IWR)

Ishares Russell MF Closed and MF Open (IWF)

Pgim Aaa MF Closed and MF Open (PAAA)

First Trust MF Closed and MF Open (FMAY)

Ishares Russell MF Closed and MF Open (IWD)

First Trust MF Closed and MF Open (DMAY)

First Trust MF Closed and MF Open (FAPR)

SPDR S&P MF Closed and MF Open (SPY)

Apple Common Stock (AAPL)

Invesco Qqq MF Closed and MF Open (QQQ)

First Trust MF Closed and MF Open (GJAN)

First Trust MF Closed and MF Open (DNOV)

First Trust MF Closed and MF Open (DAPR)

View all positions for Tanglewood Legacy Advisors

Top funds holding Vanguard Mega Cap 300 Growth Index ETF

Assetmark

Cassaday & Co Wealth Management

Morgan Stanley

Captrust Financial Advisors

Howard Capital Management

LPL Financial

UBS Group

Vantagepoint Investment Advisers

Ameriprise Financial

Wells Fargo & Company

Advisor Group Holdings

Envestnet Asset Management

Angeles Wealth Management

Merit Financial Group

Pnc Financial Services

View all funds holding Vanguard Mega Cap 300 Growth Index ETF

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z