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Vanguard Mega Cap 300 Value Index ETF shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $428k 3.0k 141.17

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
State Street Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Fidelity Enhanced International Etf Enhanced Intl (FENI)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Microsoft Corporation (MSFT)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Aptus Defined Risk Etf Aptus Defined (DRSK)

View all positions for Waterloo Capital

Top funds holding Vanguard Mega Cap 300 Value Index ETF

Assetmark
Ameriprise Financial
UBS Group
Envestnet Asset Management
Merit Financial Group
Pnc Financial Services
LPL Financial
Wells Fargo & Company
HighTower Advisors
Black Diamond Financial
Vantagepoint Investment Advisers
Raymond James Financial
Royal Bank of Canada
Sequoia Financial Advisors
Jpmorgan Chase & Co

View all funds holding Vanguard Mega Cap 300 Value Index ETF