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Vanguard Mega Cap 300 Value Index ETF shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory 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 GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $24k 146 163.45
2024-12-31 $17k 132 124.91
2023-09-30 $11k 112 101.40
2020-12-31 $57k 658 86.63

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State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Goldman Sachs Municipal Income Etf Etf (GMUB)
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Tesla Stock (TSLA)
Amazon Stock (AMZN)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Ftse Europe Etf Etf (VGK)

View all positions for GoalVest Advisory

Top funds holding Vanguard Mega Cap 300 Value Index ETF

Assetmark
Bank of America Corporation
Morgan Stanley
Ameriprise Financial
UBS Group
Merit Financial Group
Envestnet Asset Management
Pnc Financial Services
LPL Financial
Wells Fargo & Company
HighTower Advisors
Raymond James Financial
Black Diamond Financial
Vantagepoint Investment Advisers
Royal Bank of Canada

View all funds holding Vanguard Mega Cap 300 Value Index ETF