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Vanguard Mega Cap 300 Value Index ETF shares owned by Iwamoto Kong & Co

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Value Index ETF (MGV) shares owned by Iwamoto Kong & Co from 13F filings

Historical chart of Iwamoto Kong & Co 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 Iwamoto Kong & Co 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 Iwamoto Kong & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $34M 248k 137.74
2025-06-30 $30M 225k 131.20
2025-03-31 $17M 135k 128.84
2024-12-31 $7.8M 62k 124.91
2024-09-30 $5.1M 40k 128.28
2024-06-30 $3.8M 32k 118.50
2024-03-31 $2.9M 24k 119.51

More positions owned by Iwamoto Kong & Co

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard World Mega Grwth Ind (MGK)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Mega Cap Val Etf (MGV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Iwamoto Kong & Co

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