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Vanguard Mega Cap 300 Value Index ETF shares owned by Duncan Williams Asset Management

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Value Index ETF (MGV) shares owned by Duncan Williams Asset Management from 13F filings

Historical chart of Duncan Williams Asset Management 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 Duncan Williams Asset Management 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 Duncan Williams Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $386k 3.0k 128.28
2024-06-30 $356k 3.0k 118.50
2024-03-31 $359k 3.0k 119.51

More positions owned by Duncan Williams Asset Management

Vanguard Growth Etf Etf (VUG)
Schwab Us Dividend Equity Etf Etf (SCHD)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
First Horizon Corporation Stock (FHN)
Powershares Qqq Tr Etf (QQQ)
Vanguard Value Etf Etf (VTV)
Autozone Inc Nev Stock (AZO)
Amazon.com Stock (AMZN)
Vanguard Dividend Appreciation Etf Etf (VIG)
Proshares Tr Pshs Cs 130/30 Etf (CSM)
Pimco Dynamic Income Cef (PDI)
Kkr & Co Stock (KKR)
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)

View all positions for Duncan Williams Asset Management

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