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Vanguard Mega Cap 300 Value Index ETF shares owned by Arq Wealth Advisors

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

Historical chart of Arq Wealth 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 Arq 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 Value Index ETF by Arq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 81k 127.42
2024-06-30 $9.5M 80k 118.72
2024-03-31 $9.2M 77k 119.51
2023-12-31 $7.0M 64k 109.37

More positions owned by Arq Wealth Advisors

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard World Mega Cap Val Etf (MGV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Columbia Etf Tr I Resh Enhnc Cor (RECS)

View all positions for Arq Wealth Advisors

Top funds holding Vanguard Mega Cap 300 Value Index ETF

Assetmark
Bank of America Corporation
Morgan Stanley
Lincoln National
Envestnet Asset Management
Pnc Financial Services
LPL Financial
Black Diamond Financial
Sequoia Financial Advisors
Royal Bank of Canada
Wells Fargo & Company
HighTower Advisors
Merit Financial Group
Raymond James & Associates
Means Investment

View all funds holding Vanguard Mega Cap 300 Value Index ETF