Institutional & Family Asset Management, LLC Vanguard Mega Cap Growth ETF Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	BUY	$199.81 - $235.32 $15,585 - $18,354	78 New	78 $18,000
Q3 2020 Oct 30, 2020	SELL	$165.52 - $200.94 $6,124 - $7,434	-37 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$121.38 - $165.27 $4,491 - $6,114	37 New	37 $6,000

Others Institutions Holding MGK

# of Institutions

798

Shares Held

39M

Call Options Held

91.9K

Put Options Held

72.8K

Assetmark, Inc

7.45M
Shares

$2.66 Billion
6.88% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

3.57M
Shares

$1.28 Billion
32.56% of portfolio
Morgan Stanley New York, NY

1.97M
Shares

$703 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

1.91M
Shares

$682 Million
0.05% of portfolio
Howard Capital Management Inc.

1.62M
Shares

$577 Million
7.31% of portfolio

View Full List

About VANGUARD MEGA CAP GROWTH ETF

Ticker MGK
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