Forum Financial Management, LP Vanguard Mega Cap ETF Transaction History
Forum Financial Management, LP
- $5.76 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding MGC
# of Institutions
517Shares Held
17.1MCall Options Held
14.5KPut Options Held
1.4K-
Bank Of America Corp Charlotte, NC1.58MShares$386 Million0.03% of portfolio
-
Envestnet Asset Management Inc864KShares$212 Million0.06% of portfolio
-
Morgan Stanley New York, NY593KShares$145 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA588KShares$144 Million0.03% of portfolio
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New York Life Investment Management LLC New York, NY577KShares$141 Million1.28% of portfolio