Principle Wealth Partners »

Vanguard Mega Cap 300 Value Index ETF shares owned by Principle Wealth Partners

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

Historical chart of Principle Wealth Partners 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 Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mega Cap 300 Value Index ETF by Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 29k 109.37
2023-09-30 $2.8M 28k 101.40
2023-06-30 $3.0M 29k 103.76
2023-03-31 $3.0M 30k 101.02
2022-12-31 $3.7M 36k 102.85
2022-09-30 $3.1M 34k 89.92
2022-06-30 $2.5M 26k 96.18
2022-03-31 $1.8M 17k 107.33
2021-12-31 $1.5M 14k 106.83
2021-09-30 $1.4M 14k 97.82
2021-06-30 $1.4M 14k 99.61
2021-03-31 $1.4M 15k 95.23
2020-12-31 $1.5M 17k 86.83