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Vanguard Mega Cap 300 Value Index ETF shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 24k 109.37
2023-09-30 $2.5M 25k 101.40
2023-06-30 $2.3M 22k 103.76
2023-03-31 $2.3M 23k 101.02
2022-12-31 $2.3M 23k 102.85
2022-09-30 $1.8M 20k 89.90

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Microsoft Corp CS (MSFT)
Apple CS (AAPL)
Spdr S&p 500 Etf Trust Ee (SPY)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Vanguard Dividend Appreciation Ee (VIG)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
Invesco Qqq Tr Ser 1 Ee (QQQ)
iShares Core MSCI EAFE Ez (IEFA)
Alphabet Inc Class C CS (GOOG)

View all positions for MAI Wealth Advisors

Top funds holding Vanguard Mega Cap 300 Value Index ETF

Assetmark
Bank of America Corporation
Lincoln National
UBS Group
Pnc Financial Services
Advisor Group Holdings
Black Diamond Financial
Royal Bank of Canada
Wells Fargo & Company
Sequoia Financial Advisors
HighTower Advisors
Raymond James & Associates
Rockefeller Capital Management
Means Investment
Merit Financial Group

View all funds holding Vanguard Mega Cap 300 Value Index ETF