Evensky & Katz LLC Vanguard Mega Cap ETF Transaction History

Evensky & Katz LLC

$1.44 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 04, 2018	SELL	N/A	-192,798 Closed	0 $0
Q4 2017 Jan 30, 2018	SELL	N/A	-4,924 Reduced 2.49%	192,798 $17.7 Million
Q3 2017 Nov 07, 2017	BUY	N/A	197,722	197,722 $17.1 Million

Others Institutions Holding MGC

# of Institutions

444

Shares Held

15M

Call Options Held

14.4K

Put Options Held

100

Bank Of America Corp Charlotte, NC

1.59M
Shares

$325 Million
0.03% of portfolio
Morgan Stanley New York, NY

631K
Shares

$129 Million
0.01% of portfolio
New York Life Investment Management LLC New York, NY

602K
Shares

$123 Million
1.27% of portfolio
Wooster Corthell Wealth Management, Inc.

490K
Shares

$100 Million
21.86% of portfolio
Ameriprise Financial Inc Minneapolis, MN

486K
Shares

$99.4 Million
0.03% of portfolio

About VANGUARD MEGA CAP ETF

Ticker MGC
Sector ETFs
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