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Vanguard Mega Cap 300 Value Index ETF shares owned by Joel Isaacson & Co

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

Historical chart of Joel Isaacson & 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 Joel Isaacson & 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 Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 1.3k 163.45
2015-09-30 $4.0k 70 57.14
2015-06-30 $4.0k 70 57.14
2015-03-31 $4.0k 70 57.14

More positions owned by Joel Isaacson & Co

Spdr Series Trust St Str Sp Div (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p Mc 400gr Etf (IJK)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

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
LPL Financial
Pnc Financial Services
Wells Fargo & Company
HighTower Advisors
Advisor Group Holdings
Black Diamond Financial
Raymond James Financial
Vantagepoint Investment Advisers

View all funds holding Vanguard Mega Cap 300 Value Index ETF