Sax Wealth Advisors, LLC Vanguard Mega Cap Value Transaction History
Sax Wealth Advisors, LLC
- $2.07 Billion
- Q4 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 16,560 shares of MGV stock, worth $2.29 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
16,560Holding current value
$2.29 Million% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding MGV
# of Institutions
563Shares Held
55.5MCall Options Held
13.5KPut Options Held
2.4K-
Assetmark, Inc15.1MShares$2.09 Billion4.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.32MShares$598 Million0.04% of portfolio
-
Morgan Stanley New York, NY3MShares$416 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.04MShares$283 Million0.07% of portfolio
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Ubs Group Ag1.75MShares$243 Million0.04% of portfolio