Vertex Planning Partners, LLC Vanguard Mega Cap Growth ETF Transaction History
Vertex Planning Partners, LLC
- $521 Billion
- Q3 2025
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 980 shares of MGK stock, worth $400,388. This represents 0.08% of its overall portfolio holdings.
Number of Shares
980
Previous 980
-0.0%
Holding current value
$400,388
Previous $359 Million
9.9%
% of portfolio
0.08%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding MGK
# of Institutions
997Shares Held
42.1MCall 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