Vanguard Mega Cap 300 Index shares owned by GeoWealth Management
Quarter-by-quarter ownership of Vanguard Mega Cap 300 Index (MGC) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in Vanguard Mega Cap 300 Index
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Mega Cap 300 Index held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Mega Cap 300 Index by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $20M | 104k | 186.87 |
| 2023-09-30 | $5.5M | 36k | 151.86 |
| 2023-06-30 | $5.4M | 35k | 156.48 |
| 2023-03-31 | $5.8M | 40k | 143.13 |
| 2022-12-31 | $4.2M | 32k | 132.39 |
| 2022-09-30 | $4.8M | 38k | 124.78 |
| 2022-06-30 | $3.5M | 27k | 131.75 |
| 2022-03-31 | $2.2M | 14k | 158.98 |
| 2021-12-31 | $17M | 99k | 168.10 |
| 2021-09-30 | $20M | 129k | 152.37 |
| 2021-06-30 | $777k | 5.1k | 152.42 |
| 2021-03-31 | $535k | 3.8k | 140.34 |
| 2020-12-31 | $429k | 3.2k | 132.90 |
| 2020-09-30 | $155k | 1.3k | 119.51 |
| 2019-09-30 | $1.4M | 14k | 103.11 |