Kingswood Wealth Advisors, LLC Vanguard Mega Cap ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.27 Trillion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 21, 2024	BUY	$185.93 - $206.64 $651,312 - $723,859	3,503 New	3,503 $724 Million

Others Institutions Holding MGC

# of Institutions

517

Shares Held

17.1M

Call Options Held

14.5K

Put Options Held

1.4K

Bank Of America Corp Charlotte, NC

1.58M
Shares

$379 Million
0.03% of portfolio
Envestnet Asset Management Inc

864K
Shares

$208 Million
0.06% of portfolio
Morgan Stanley New York, NY

593K
Shares

$142 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

588K
Shares

$141 Million
0.03% of portfolio
New York Life Investment Management LLC New York, NY

577K
Shares

$139 Million
1.28% of portfolio

About VANGUARD MEGA CAP ETF

Ticker MGC
Sector ETFs
Industry ETFs

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