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Vanguard Mega Cap 300 Value Index ETF shares owned by AllGen Financial Advisors

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Value Index ETF (MGV) shares owned by AllGen Financial Advisors from 13F filings

Historical chart of AllGen Financial Advisors investment in Vanguard Mega Cap 300 Value Index ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mega Cap 300 Value Index ETF held by AllGen 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 Value Index ETF by AllGen Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $22M 157k 137.74
2025-06-30 $19M 141k 131.20

More positions owned by AllGen Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Gold Tr Ishares New (IAU)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard World Mega Cap Val Etf (MGV)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Bloomberg 1 10 Y (TIPX)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for AllGen Financial Advisors

Top funds holding Vanguard Mega Cap 300 Value Index ETF

Assetmark
Morgan Stanley
Ameriprise Financial
UBS Group
Envestnet Asset Management
Pnc Financial Services
Advisor Group Holdings
LPL Financial
Wells Fargo & Company
HighTower Advisors
Vantagepoint Investment Advisers
Raymond James Financial
Merit Financial Group
Black Diamond Financial
Royal Bank of Canada

View all funds holding Vanguard Mega Cap 300 Value Index ETF