Compass Ion Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Compass Ion Advisors, LLC
- $958 Million
- Q3 2025
Shares
	  4 transactions
	
  Others Institutions Holding MGK
# of Institutions
966Shares Held
40.5MCall Options Held
96.3KPut 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