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Vanguard Mega Cap 300 Growth Index ETF shares owned by Valued Wealth Advisors

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

Historical chart of Valued Wealth 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 Valued Wealth Advisors 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 Valued Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $55k 134 412.78
2025-09-30 $55k 137 402.76
2025-06-30 $50k 137 366.55
2025-03-31 $42k 137 308.88

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American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
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Schwab Strategic Tr Fundamental Intl (FNDC)
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Ishares Tr Msci Intl Vlu Ft (IVLU)
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View all positions for Valued Wealth Advisors

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