Institutional & Family Asset Management, LLC Vanguard Mega Cap Growth ETF Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	BUY	$199.81 - $235.32 $15,585 - $18,354	78 New	78 $18,000
Q3 2020 Oct 30, 2020	SELL	$165.52 - $200.94 $6,124 - $7,434	-37 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$121.38 - $165.27 $4,491 - $6,114	37 New	37 $6,000

Others Institutions Holding MGK

# of Institutions

911

Shares Held

39.3M

Call Options Held

65.7K

Put Options Held

72.6K

Assetmark, Inc

7.72M
Shares

$2.88 Billion
6.59% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

3.53M
Shares

$1.32 Billion
30.68% of portfolio
Morgan Stanley New York, NY

2.28M
Shares

$853 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

1.99M
Shares

$745 Million
0.05% of portfolio
Captrust Financial Advisors Raleigh, NC

1.65M
Shares

$618 Million
1.32% of portfolio

View Full List

About VANGUARD MEGA CAP GROWTH ETF

Ticker MGK
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