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Vanguard Mega Cap 300 Value Index ETF shares owned by HB Wealth Management

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

Historical chart of HB Wealth 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 HB Wealth 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 HB Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.6M 70k 109.37
2023-09-30 $6.7M 66k 101.40
2023-06-30 $6.9M 67k 103.76
2023-03-31 $6.7M 66k 101.02
2022-12-31 $6.8M 66k 102.85
2022-09-30 $6.0M 67k 89.91
2022-06-30 $7.0M 72k 96.18
2022-03-31 $7.8M 73k 107.31
2021-12-31 $7.8M 73k 106.82