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Vanguard Mega Cap 300 Value Index ETF shares owned by Investment Research & Advisory Group

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

Historical chart of Investment Research & Advisory Group 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 Investment Research & Advisory Group 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 Investment Research & Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $521k 3.8k 137.74
2025-06-30 $342k 2.6k 131.20
2025-03-31 $335k 2.6k 128.84

More positions owned by Investment Research & Advisory Group

Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Inc Class Cap Stk Cl A (GOOGL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Mastercard Inc Class A Cl A (MA)
Meta Platforms Inc Class A Cl A (META)
Visa Inc Class A Com Cl A (V)
Charles Schwab Corporation (SCHW)
BlackRock
Uber Technologies (UBER)
Eli Lilly & Co. (LLY)
General Electric (GE)

View all positions for Investment Research & Advisory Group

Top funds holding Vanguard Mega Cap 300 Value Index ETF

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

View all funds holding Vanguard Mega Cap 300 Value Index ETF