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Vanguard Mega Cap 300 Value Index ETF shares owned by Westbourne Investments

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

Historical chart of Westbourne Investments 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 Westbourne Investments 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 Westbourne Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $510k 3.7k 137.31
2025-06-30 $488k 3.7k 131.20
2025-03-31 $491k 3.8k 128.84
2024-12-31 $476k 3.8k 124.91

More positions owned by Westbourne Investments

NVIDIA Corporation (NVDA)
Ge Aerospace Com New (GE)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Meta Platforms Cl A (META)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vertiv Holdings Com Cl A (VRT)
Dell Technologies CL C (DELL)
Micron Technology (MU)
Vistra Energy (VST)
UnitedHealth (UNH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Westbourne Investments

Top funds holding Vanguard Mega Cap 300 Value Index ETF

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Raymond James Financial
Merit Financial Group
Black Diamond Financial
Royal Bank of Canada

View all funds holding Vanguard Mega Cap 300 Value Index ETF