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Vanguard Mega Cap 300 Value Index ETF shares owned by Rf&l Wealth Management

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Value Index ETF (MGV) shares owned by Rf&l Wealth Management from 13F filings

Historical chart of Rf&l Wealth Management 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 Rf&l Wealth Management 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 Rf&l Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $349k 2.9k 119.51
2023-12-31 $320k 2.9k 109.37
2023-09-30 $296k 2.9k 101.40

More positions owned by Rf&l Wealth Management

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Abbvie (ABBV)

View all positions for Rf&l Wealth Management

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
HighTower Advisors
Royal Bank of Canada
Wells Fargo & Company
Merit Financial Group
Raymond James & Associates
Rockefeller Capital Management
Means Investment

View all funds holding Vanguard Mega Cap 300 Value Index ETF