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Vanguard Mega Cap 300 Value Index ETF shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment 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 Concurrent Investment 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 20k 128.28
2024-06-30 $2.2M 18k 118.50
2024-03-31 $2.1M 18k 119.51
2023-12-31 $2.1M 19k 109.37

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment 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