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Vanguard Mega Cap 300 Growth Index ETF shares owned by Willner & Heller

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Growth Index ETF (MGK) shares owned by Willner & Heller from 13F filings

Historical chart of Willner & Heller 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 Willner & Heller 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 Willner & Heller

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 3.9k 259.52
2022-12-31 $578k 3.4k 172.08
2022-09-30 $572k 3.3k 174.28
2022-06-30 $565k 3.1k 181.85
2022-03-31 $832k 3.2k 260.65
2021-12-31 $769k 3.3k 234.95

More positions owned by Willner & Heller

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Cathay General Ban (CATY)
Amazon (AMZN)
UnitedHealth (UNH)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Intuitive Surgical Com New (ISRG)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Abbvie (ABBV)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Willner & Heller

Top funds holding Vanguard Mega Cap 300 Growth Index ETF

Assetmark
Cassaday & Co Wealth Management
Bank of America Corporation
Lincoln National
Wells Fargo & Company
UBS Group
Advisor Group Holdings
Pnc Financial Services
Kensington Asset Management
Royal Bank of Canada
HPM Partners
HighTower Advisors
Commonwealth Equity Services
Means Investment
Petredis Investment Advisors

View all funds holding Vanguard Mega Cap 300 Growth Index ETF