Vanguard Mega Cap 300 Index shares owned by UMA Financial Services
Quarter-by-quarter ownership of Vanguard Mega Cap 300 Index (MGC) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Vanguard Mega Cap 300 Index
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Quarterly reported holdings in Vanguard Mega Cap 300 Index by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.6M | 31k | 180.67 |
| 2023-12-31 | $5.3M | 31k | 173.08 |
| 2023-09-30 | $4.7M | 30k | 154.01 |
| 2023-06-30 | $4.6M | 30k | 156.68 |
| 2023-03-31 | $4.3M | 30k | 145.02 |
| 2022-12-31 | $4.1M | 30k | 138.47 |
| 2022-09-30 | $3.8M | 29k | 131.56 |
| 2022-06-30 | $4.0M | 28k | 143.46 |
| 2022-03-31 | $4.1M | 28k | 149.97 |
| 2021-12-31 | $3.1M | 19k | 164.74 |
| 2021-09-30 | $2.7M | 17k | 158.52 |
| 2021-06-30 | $2.4M | 16k | 155.49 |
| 2021-03-31 | $2.1M | 15k | 143.85 |
| 2020-12-31 | $1.9M | 14k | 139.25 |
| 2020-09-30 | $1.3M | 11k | 117.36 |
| 2020-06-30 | $1.1M | 9.5k | 118.92 |
| 2020-03-31 | $874k | 8.9k | 98.76 |
| 2019-12-31 | $1.3M | 11k | 114.08 |
| 2019-09-30 | $1.2M | 11k | 108.68 |