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Vanguard Mega Cap 300 Value Index ETF shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 90k 137.74
2025-06-30 $17M 133k 131.20
2025-03-31 $20M 153k 128.84
2024-12-31 $9.5M 76k 124.91
2024-09-30 $9.5M 74k 128.28

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

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