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Vanguard Mega Cap 300 Value Index ETF shares owned by CFC Planning

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

Historical chart of CFC Planning 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 CFC Planning 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 CFC Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $574k 4.2k 137.74
2025-06-30 $360k 2.7k 131.20
2025-03-31 $307k 2.4k 128.84
2024-12-31 $296k 2.4k 124.91

More positions owned by CFC Planning

Apple (AAPL)
Cisco Systems (CSCO)
American Express Company (AXP)
Walt Disney Company (DIS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
UnitedHealth (UNH)
Philip Morris International (PM)
Southern Copper Corporation (SCCO)
Johnson & Johnson (JNJ)
Altria (MO)
Caterpillar (CAT)
Coca-Cola Company (KO)
JPMorgan Chase & Co. (JPM)
Texas Instruments Incorporated (TXN)
Select Sector Spdr Tr Communication (XLC)

View all positions for CFC Planning

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