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

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

Historical chart of Heartwood 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 Heartwood 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 Heartwood Wealth Management

Quarter filed Position value Share count Share price at filing
2016-09-30 $26M 422k 62.67
2016-06-30 $26M 422k 61.56
2016-03-31 $25M 424k 59.54
2015-12-31 $25M 428k 59.03

More positions owned by Heartwood Wealth Management

Vanguard Mega Cap 300 Value Index ETF (MGV)
Vanguard S&p 500 Etf idx (VOO)
iShares S&P NA Tec.-SW. Idx. Fund (IGV)
Vanguard Large-Cap ETF (VV)
iShares S&P 500 Index (IVV)
Mondelez Int (MDLZ)
iShares S&P MidCap 400 Index (IJH)
Kraft Heinz (KHC)
iShares Russell 2000 Index (IWM)
Planet Payment
Syngenta
Exxon Mobil Corporation (XOM)
Verizon Communications (VZ)
Oracle Corporation (ORCL)
Wells Fargo & Company (WFC)

View all positions for Heartwood Wealth Management

Top funds holding Vanguard Mega Cap 300 Value Index ETF

Assetmark
Bank of America Corporation
Morgan Stanley
Lincoln National
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
LPL Financial
Sequoia Financial Advisors
Wells Fargo & Company
Royal Bank of Canada
Black Diamond Financial
HighTower Advisors
Merit Financial Group

View all funds holding Vanguard Mega Cap 300 Value Index ETF