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Vanguard Mega Cap 300 Value Index ETF shares owned by Sterling Investment Counsel

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

Historical chart of Sterling Investment Counsel 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 Sterling Investment Counsel 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 Sterling Investment Counsel

Quarter filed Position value Share count Share price at filing
2024-12-31 $258k 2.1k 124.91
2024-09-30 $271k 2.1k 128.28
2024-06-30 $253k 2.1k 118.50
2024-03-31 $256k 2.1k 119.51
2023-12-31 $238k 2.2k 109.37
2023-09-30 $201k 2.0k 101.40

More positions owned by Sterling Investment Counsel

Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Ishares Msci Emrg Chn (EMXC)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)

View all positions for Sterling Investment Counsel

Top funds holding Vanguard Mega Cap 300 Value Index ETF

Assetmark
Bank of America Corporation
Lincoln National
UBS Group
Envestnet Asset Management
Ameriprise Financial
Pnc Financial Services
LPL Financial
Black Diamond Financial
Sequoia Financial Advisors
Royal Bank of Canada
Wells Fargo & Company
Merit Financial Group
Raymond James & Associates
Means Investment

View all funds holding Vanguard Mega Cap 300 Value Index ETF