Modera Wealth Management, LLC Vanguard Mega Cap Value Transaction History
Modera Wealth Management, LLC
- $7.91 Billion
- Q2 2025
A detailed history of Modera Wealth Management, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Modera Wealth Management, LLC holds 75,450 shares of MGV stock, worth $9.9 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
75,450
Previous 75,299
0.2%
Holding current value
$9.9 Million
Previous $9.7 Million
2.04%
% of portfolio
0.13%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding MGV
# of Institutions
542Shares Held
52.5MCall Options Held
2.3KPut Options Held
200-
Assetmark, Inc15.2MShares$1.99 Billion4.79% of portfolio
-
Bank Of America Corp Charlotte, NC4.38MShares$576 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.06MShares$402 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.74MShares$229 Million0.06% of portfolio
-
Ubs Group Ag1.69MShares$222 Million0.04% of portfolio