Bordeaux Wealth Advisors LLC Vanguard Mega Cap ETF Transaction History

Bordeaux Wealth Advisors LLC

$551 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 27, 2023	BUY	$151.3 - $161.8 $252,368 - $269,882	1,668 New	1,668 $253,000

Others Institutions Holding MGC

# of Institutions

455

Shares Held

15.3M

Call Options Held

14.2K

Put Options Held

1.3K

Bank Of America Corp Charlotte, NC

1.61M
Shares

$348 Million
0.03% of portfolio
Morgan Stanley New York, NY

631K
Shares

$136 Million
0.01% of portfolio
New York Life Investment Management LLC New York, NY

520K
Shares

$112 Million
1.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

509K
Shares

$110 Million
0.03% of portfolio
Wooster Corthell Wealth Management, Inc.

487K
Shares

$105 Million
21.47% of portfolio

About VANGUARD MEGA CAP ETF

Ticker MGC
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bordeaux Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bordeaux Wealth Advisors LLC with notifications on news.