Vertex Planning Partners, LLC Vanguard Mega Cap Growth ETF Transaction History
Vertex Planning Partners, LLC
- $479 Billion
- Q2 2025
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 980 shares of MGK stock, worth $394,028. This represents 0.07% of its overall portfolio holdings.
Number of Shares
980
Previous 980
-0.0%
Holding current value
$394,028
Previous $303 Million
18.55%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding MGK
# of Institutions
959Shares Held
40.5MCall Options Held
96.3KPut Options Held
86.4K-
Assetmark, Inc7.94MShares$3.19 Billion6.99% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.74MShares$1.5 Billion34.34% of portfolio
-
Morgan Stanley New York, NY2.33MShares$938 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.95MShares$786 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.67MShares$671 Million1.42% of portfolio