Kingswood Wealth Advisors, LLC Vanguard Mega Cap ETF Transaction History

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 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

494

Shares Held

15.8M

Call Options Held

13.2K

Put Options Held

100

Bank Of America Corp Charlotte, NC

1.58M
Shares

$356 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

595K
Shares

$134 Million
0.03% of portfolio
Morgan Stanley New York, NY

559K
Shares

$126 Million
0.01% of portfolio
Envestnet Asset Management Inc

522K
Shares

$118 Million
0.04% of portfolio
New York Life Investment Management LLC New York, NY

500K
Shares

$113 Million
1.09% of portfolio

About VANGUARD MEGA CAP ETF

Ticker MGC
Sector ETFs
Industry ETFs

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