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

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

Historical chart of Turtle Creek 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 Turtle Creek 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 Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $523k 4.1k 128.28
2024-06-30 $483k 4.1k 118.50
2024-03-31 $487k 4.1k 119.51
2023-12-31 $446k 4.1k 109.37

More positions owned by Turtle Creek Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Blue Owl Capital Com Cl A (OWL)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Costco Wholesale Corporation (COST)
Caterpillar (CAT)
Meta Platforms Cl A (META)

View all positions for Turtle Creek Wealth 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