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Vanguard Mega Cap 300 Value Index ETF shares owned by Kelman-Lazarov

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

Historical chart of Kelman-Lazarov investment in Vanguard Mega Cap 300 Value Index ETF

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All positions including Vanguard Mega Cap 300 Value Index ETF held by Kelman-Lazarov 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 Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2026-06-30 $200k 1.2k 163.42
2016-12-31 $94k 1.4k 67.09
2016-09-30 $87k 1.4k 62.16
2016-06-30 $86k 1.4k 61.57
2016-03-31 $84k 1.4k 60.00

More positions owned by Kelman-Lazarov

Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Fundamental Intl (FNDC)
Schwab Strategic Tr Fund Em Equi Etf (FNDE)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Kelman-Lazarov

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