Stonebridge Financial Planning Group, LLC Vanguard Mega Cap Value Transaction History
Stonebridge Financial Planning Group, LLC
- $254 Million
- Q3 2025
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 16,033 shares of MGV stock, worth $2.22 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
16,033
Previous 15,162
5.74%
Holding current value
$2.22 Million
Previous $1.99 Million
11.01%
% of portfolio
0.87%
Previous 0.87%
Shares
3 transactions
Others Institutions Holding MGV
# of Institutions
562Shares Held
55.3MCall 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
-
Ameriprise Financial Inc Minneapolis, MN2.04MShares$283 Million0.07% of portfolio
-
Ubs Group Ag1.75MShares$243 Million0.04% of portfolio