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

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

Historical chart of Provenance 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 Provenance 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 Provenance Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $174k 1.3k 137.74
2025-06-30 $165k 1.3k 131.20

More positions owned by Provenance Wealth Advisors

Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)
Jp Morgan Etf Active Growth Etf Active Growth (JGRO)
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG)
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM)
Ishares Tr Russell 3000 Etf Russell 3000 Etf (IWV)
Spdr S&p 500 Etf Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)

View all positions for Provenance Wealth Advisors

Top funds holding Vanguard Mega Cap 300 Value Index ETF

Assetmark
Morgan Stanley
Ameriprise Financial
UBS Group
Envestnet Asset Management
Pnc Financial Services
Advisor Group Holdings
LPL Financial
Wells Fargo & Company
HighTower Advisors
Vantagepoint Investment Advisers
Raymond James Financial
Merit Financial Group
Black Diamond Financial
Royal Bank of Canada

View all funds holding Vanguard Mega Cap 300 Value Index ETF