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Vanguard Mega Cap 300 Value Index ETF shares owned by NewFocus Financial

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

Historical chart of NewFocus Financial 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 NewFocus Financial 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 NewFocus Financial

Quarter filed Position value Share count Share price at filing
2020-12-31 $6.3M 72k 86.83
2020-09-30 $5.4M 70k 76.70
2020-06-30 $1.7M 24k 73.23
2020-03-31 $835k 13k 66.00
2019-12-31 $595k 6.8k 87.12
2019-09-30 $403k 4.9k 81.46

More positions owned by NewFocus Financial

Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Calif Mun Bd Etf (CMF)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
UnitedHealth (UNH)
Cintas Corporation (CTAS)
Lowe's Companies (LOW)
Cisco Systems (CSCO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Technology (XLK)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for NewFocus Financial

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
Sequoia Financial Advisors
Black Diamond Financial
Royal Bank of Canada
Wells Fargo & Company
HighTower Advisors
Raymond James & Associates
Rockefeller Capital Management
Means Investment
Petredis Investment Advisors

View all funds holding Vanguard Mega Cap 300 Value Index ETF