Balanced Rock Investment Advisor Vanguard Mega Cap Growth ETF Transaction History
Balanced Rock Investment Advisor
- $127 Billion
- Q2 2025
A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 4,198 shares of MGK stock, worth $1.69 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
4,198
Previous 5,614
25.22%
Holding current value
$1.69 Million
Previous $1.73 Billion
11.35%
% of portfolio
1.21%
Previous 1.38%
Shares
6 transactions
Others Institutions Holding MGK
# of Institutions
946Shares Held
40.3MCall Options Held
95KPut Options Held
86.4K-
Assetmark, Inc7.94MShares$3.19 Billion6.99% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.74MShares$1.5 Billion34.34% of portfolio
-
Morgan Stanley New York, NY2.33MShares$938 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.95MShares$786 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.67MShares$671 Million1.42% of portfolio