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Vanguard Mega Cap 300 Value Index ETF shares owned by Summit Trail Advisors

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

Historical chart of Summit Trail 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 Summit Trail 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 Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 8.8k 128.28

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Broadcom (AVGO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Aon Shs Cl A (AON)

View all positions for Summit Trail Advisors

Top funds holding Vanguard Mega Cap 300 Value Index ETF

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

View all funds holding Vanguard Mega Cap 300 Value Index ETF