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Vanguard Mega Cap 300 Value Index ETF shares owned by Cresta Advisors

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

Historical chart of Cresta 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 Cresta 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 Cresta Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 17k 128.28
2024-03-31 $2.1M 17k 119.51
2023-12-31 $607k 5.5k 109.37
2023-09-30 $407k 4.0k 101.40

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Technology (XLK)
Nuveen Insured Tax-Free Adv Munici (NEA)
International Bancshares Corporation (IBOC)

View all positions for Cresta 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