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Vanguard Mega Cap 300 Value Index ETF shares owned by WMS Partners

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

Historical chart of WMS Partners 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 WMS Partners 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 WMS Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $728k 5.7k 128.28
2024-06-30 $313k 2.6k 118.50

More positions owned by WMS Partners

American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
T. Rowe Price (TROW)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Specialized Funds Div App Etf (VIG)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for WMS Partners

Top funds holding Vanguard Mega Cap 300 Value Index ETF

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Bank of America Corporation
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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