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Vanguard Mega Cap 300 Value Index ETF shares owned by Peak Financial Advisors

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

Historical chart of Peak Financial 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 Peak Financial 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 Peak Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $349k 3.4k 103.76
2023-03-31 $4.9M 49k 101.02
2022-12-31 $5.1M 49k 102.85
2022-09-30 $4.2M 47k 89.92
2022-06-30 $4.7M 49k 96.19
2022-03-31 $5.3M 50k 107.32

More positions owned by Peak Financial Advisors

Simplify Exchange Traded Fun Mbs Etf (MTBA)
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Simplify Exchange Traded Fun Short Term Trea (TUA)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)
Ishares Tr Msci India Etf (INDA)
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Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Corpay Com Shs
Pulte (PHM)

View all positions for Peak Financial 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