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Vanguard Mega Cap 300 Value Index ETF shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Value Index ETF (MGV) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 24k 109.37
2023-09-30 $2.7M 27k 101.40
2023-06-30 $2.8M 27k 103.76
2023-03-31 $2.7M 27k 101.02
2022-12-31 $3.1M 30k 102.85
2022-09-30 $4.3M 48k 89.92
2022-06-30 $4.7M 49k 96.17
2022-03-31 $5.1M 48k 107.31
2021-12-31 $5.2M 48k 106.82
2021-09-30 $4.9M 50k 97.84
2021-06-30 $5.0M 51k 99.62
2021-03-31 $5.0M 52k 95.19
2020-12-31 $4.5M 52k 86.81
2020-09-30 $4.0M 52k 76.69
2020-06-30 $4.0M 54k 73.22
2020-03-31 $3.7M 57k 66.00
2019-12-31 $5.4M 62k 87.17
2019-09-30 $5.0M 61k 81.44
2019-06-30 $5.0M 62k 80.49
2019-03-31 $4.8M 62k 78.02
2018-12-31 $4.1M 57k 71.46
2018-09-30 $224k 2.8k 80.09

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

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

View all funds holding Vanguard Mega Cap 300 Value Index ETF