Balanced Rock Investment Advisor Vanguard Mega Cap Growth ETF Transaction History
Balanced Rock Investment Advisor
- $137 Billion
- Q3 2025
A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 4,138 shares of MGK stock, worth $1.69 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
4,138
Previous 4,198
1.43%
Holding current value
$1.69 Million
Previous $1.54 Billion
8.33%
% of portfolio
1.22%
Previous 1.21%
Shares
7 transactions
Others Institutions Holding MGK
# of Institutions
1,003Shares Held
42.2MCall Options Held
84.7KPut Options Held
77.8K-
Assetmark, Inc8.5MShares$3.47 Billion7.51% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.72MShares$1.52 Billion34.63% of portfolio
-
Morgan Stanley New York, NY2.37MShares$970 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC1.92MShares$785 Million0.05% of portfolio
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Captrust Financial Advisors Raleigh, NC1.6MShares$652 Million1.37% of portfolio