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Vanguard Mega Cap 300 Index shares owned by Waterford Advisors

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

Historical chart of Waterford Advisors 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 Waterford Advisors 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 Waterford Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 26k 186.87
2023-09-30 $4.7M 31k 151.87
2023-06-30 $5.2M 34k 156.47
2023-03-31 $4.8M 34k 143.13

More positions owned by Waterford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Cap Index (MGC)

View all positions for Waterford Advisors

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