Cfc Planning CO LLC Vanguard Mega Cap Value Transaction History

Cfc Planning CO LLC

$93.4 Billion
Q4 2024

A detailed history of Cfc Planning CO LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Cfc Planning CO LLC holds 2,372 shares of MGV stock, worth $308,692. This represents 0.32% of its overall portfolio holdings.

Number of Shares

2,372

Holding current value

$308,692

% of portfolio

0.32%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$124.06 - $133.48 $294,270 - $316,614	2,372 New	2,372 $296 Million

Others Institutions Holding MGV

# of Institutions

453

Shares Held

47.8M

Call Options Held

10.6K

Put Options Held

300

Assetmark, Inc

14M
Shares

$1.82 Billion
5.14% of portfolio
Bank Of America Corp Charlotte, NC

3.75M
Shares

$488 Million
0.04% of portfolio
Morgan Stanley New York, NY

2.81M
Shares

$366 Million
0.03% of portfolio
Lincoln National Corp

1.93M
Shares

$251 Million
7.96% of portfolio
Ubs Group Ag

1.8M
Shares

$234 Million
0.05% of portfolio

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About VANGUARD MEGA CAP VALUE

Ticker MGV
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