Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Mega Cap Value Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $4.37 Billion
- Q2 2025
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 100,663 shares of MGV stock, worth $13.9 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
100,663
Previous 101,675
1.0%
Holding current value
$13.9 Million
Previous $13.1 Million
0.82%
% of portfolio
0.3%
Previous 0.34%
Shares
20 transactions
Others Institutions Holding MGV
# of Institutions
541Shares Held
52.5MCall Options Held
2.3KPut Options Held
200-
Assetmark, Inc15.2MShares$2.1 Billion4.79% of portfolio
-
Bank Of America Corp Charlotte, NC4.38MShares$606 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.06MShares$423 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.74MShares$241 Million0.06% of portfolio
-
Ubs Group Ag1.69MShares$233 Million0.04% of portfolio