Congress Wealth Management LLC Vanguard Mega Cap Growth ETF Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 34,944 shares of MGK stock, worth $14.3 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
34,944
Previous 35,013
0.2%
Holding current value
$14.3 Million
Previous $10.8 Million
18.32%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding MGK
# of Institutions
1,001Shares 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
-
Bank Of America Corp Charlotte, NC1.92MShares$785 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.6MShares$652 Million1.37% of portfolio