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Vanguard Mega Cap 300 Index shares owned by Retirement Capital Strategies

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Index (MGC) shares owned by Retirement Capital Strategies from 13F filings

Historical chart of Retirement Capital Strategies 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 Retirement Capital Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mega Cap 300 Index by Retirement Capital Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 14k 186.87
2023-12-31 $2.4M 14k 169.29
2023-09-30 $2.0M 13k 151.87
2023-06-30 $2.0M 13k 156.46

More positions owned by Retirement Capital Strategies

Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Esg Scrnd S&p500 (XVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Gov/cred Bd Etf (GBF)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr S&p 500 Esg Etf (EFIV)
Ishares Tr Faln Angls Usd (FALN)
Apple (AAPL)
Ishares Tr Esg Msci Usa Etf (USXF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard World Financials Etf (VFH)

View all positions for Retirement Capital Strategies

Top funds holding Vanguard Mega Cap 300 Index

Bank of America Corporation
Morgan Stanley
New York Life Investment Management
Apex Investment Services
Pnc Financial Services
Ameriprise Financial
Envestnet Asset Management
Wells Fargo & Company
Leavell Investment Management
UBS Group
LPL Financial
Branch Banking & Trust Company
Apella Capital
BKD Wealth Advisors
Global Assets Advisory

View all funds holding Vanguard Mega Cap 300 Index