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Vanguard Mega Cap 300 Growth Index ETF shares owned by Wheelhouse Advisory Group

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Growth Index ETF (MGK) shares owned by Wheelhouse Advisory Group from 13F filings

Historical chart of Wheelhouse Advisory Group 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 Wheelhouse Advisory Group 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 Wheelhouse Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $14M 42k 343.42
2024-09-30 $13M 41k 321.95
2024-06-30 $13M 40k 319.82
2024-03-31 $11M 39k 286.61
2023-12-31 $9.7M 37k 259.51

More positions owned by Wheelhouse Advisory Group

Vanguard S&p 500 Etf Etf (VOO)
Vanguard S&p 500 Growth Etf Etf (VOOG)
Vanguard Health Care Etf Health Care Etf (VHT)
Vanguard Large Cap Etf Etf (VV)
Vanguard Mega Cap Growthetf Etf (MGK)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Vanguard Information Technolo Etf Iv Etf (VGT)
Avantis Us Small Cap Value Etf Etf (AVSC)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Financials Etf Financials Etf (VFH)
Spdr Bloomberg 1 3 Mnth T Bll Etf Spdr Ser Tr (BIL)
Dimensional Shrt Drt Fxdincm Etf Etf (DFSD)
Dimensional Nationl Munpl Bnd Etf Etf (DFNM)
Vanguard Muni Bnd Tax Exempt Etf Etf (VTEB)
Apple (AAPL)

View all positions for Wheelhouse Advisory Group

Top funds holding Vanguard Mega Cap 300 Growth Index ETF

Assetmark
Cassaday & Co Wealth Management
Bank of America Corporation
Howard Capital Management
Captrust Financial Advisors
LPL Financial
Wells Fargo & Company
Lincoln National
Angeles Investment
UBS Group
Envestnet Asset Management
Ameriprise Financial
Pnc Financial Services
Angeles Wealth Management
Royal Bank of Canada

View all funds holding Vanguard Mega Cap 300 Growth Index ETF