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Vanguard Mega Cap 300 Value Index ETF shares owned by Novak Financial Planning

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

Historical chart of Novak Financial Planning 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 Novak Financial Planning 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 Novak Financial Planning

Quarter filed Position value Share count Share price at filing
2021-06-30 $1.8M 18k 99.61
2021-03-31 $1.6M 17k 95.18
2020-12-31 $1.3M 15k 86.82

More positions owned by Novak Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Novak Financial Planning

Top funds holding Vanguard Mega Cap 300 Value Index ETF

Assetmark
Bank of America Corporation
Lincoln National
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
LPL Financial
Sequoia Financial Advisors
Wells Fargo & Company
Black Diamond Financial
HighTower Advisors
Royal Bank of Canada
Merit Financial Group
Raymond James & Associates

View all funds holding Vanguard Mega Cap 300 Value Index ETF