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Vanguard Mega Cap 300 Value Index ETF shares owned by Zhang Financial

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

Historical chart of Zhang Financial investment in Vanguard Mega Cap 300 Value Index ETF

Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 2025Apr 202501M2M3M4M010k20k30k
Value ($)Share countHistorical MGV position of Zhang Financial Source: stockzoa.comValue ($)Share count

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All positions including Vanguard Mega Cap 300 Value Index ETF held by Zhang Financial 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 Zhang Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $3.8M 30k 128.84
2024-12-31 $3.7M 30k 124.91
2024-09-30 $3.8M 30k 128.28
2024-06-30 $3.5M 30k 118.50
2024-03-31 $3.4M 28k 119.51
2023-12-31 $3.1M 28k 109.37
2023-09-30 $2.9M 28k 101.40
2023-06-30 $224k 2.2k 103.76

More positions owned by Zhang Financial

Dimensional Us Us Equity Etf (DFUS)
Vanguard S&p S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Us Us Core Equity 2 (DFAC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Core Core S&p Ttl Stk (ITOT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Intermediate Intermed Term (BIV)
Vanguard Small Sm Cp Val Etf (VBR)
Apple (AAPL)
Stryker Corporation (SYK)
Vanguard Total Total Bnd Mrkt (BND)
Vanguard High High Div Yld (VYM)
Bny Mellon Us Lrg Cp Core (BKLC)

View all positions for Zhang Financial

Top funds holding Vanguard Mega Cap 300 Value Index ETF

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Sequoia Financial Advisors
Royal Bank of Canada
Wells Fargo & Company
Merit Financial Group

View all funds holding Vanguard Mega Cap 300 Value Index ETF