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Vanguard Mega Cap 300 Value Index ETF shares owned by BSW Wealth Partners

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

Historical chart of BSW Wealth Partners 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 BSW Wealth Partners 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 BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $32M 293k 109.37
2023-09-30 $31M 300k 101.40
2023-06-30 $31M 302k 103.76
2023-03-31 $29M 286k 101.02
2022-12-31 $29M 279k 102.85

More positions owned by BSW Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Grwt Allocat Etf (AOR)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Vanguard World Esg Us Stk Etf (ESGV)
Microsoft Corporation (MSFT)

View all positions for BSW Wealth Partners

Top funds holding Vanguard Mega Cap 300 Value Index ETF

Assetmark
Bank of America Corporation
Lincoln National
UBS Group
Pnc Financial Services
Advisor Group Holdings
Black Diamond Financial
Royal Bank of Canada
Wells Fargo & Company
Sequoia Financial Advisors
HighTower Advisors
Raymond James & Associates
Rockefeller Capital Management
Means Investment
Merit Financial Group

View all funds holding Vanguard Mega Cap 300 Value Index ETF