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Vanguard Mega Cap 300 Growth Index ETF shares owned by WMG Financial Advisors

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

Historical chart of WMG Financial 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 WMG Financial 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 WMG Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $273k 849 321.95
2024-06-30 $267k 849 314.21
2024-03-31 $229k 798 286.61
2023-12-31 $211k 814 259.51
2022-03-31 $223k 948 235.23
2021-12-31 $263k 998 263.53

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American Centy Etf Tr Us Eqt Etf (AVUS)
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Apple (AAPL)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
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NVIDIA Corporation (NVDA)
Hormel Foods Corporation (HRL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
RBB Us Treas 3 Mnth (TBIL)
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At&t (T)

View all positions for WMG Financial Advisors

Top funds holding Vanguard Mega Cap 300 Growth Index ETF

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

View all funds holding Vanguard Mega Cap 300 Growth Index ETF