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Advocacy Wealth Management Services’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Advocacy Wealth Management Services’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$34K Hold
671
– – 0.09% 131
2013
Q2 		$33K Buy
+671
New +$32.9K 0.13% 105

Other funds holding MGV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advocacy Wealth Management Services's MGV Position: Q3 2013 in Review

Advocacy Wealth Management Services held its Vanguard Mega Cap Value ETF (MGV) position steady in Q3 2013 at 671 shares worth $34K. The position accounts for 0.09% of the portfolio, ranked #131.

Advocacy Wealth Management Services first reported a position in MGV in Q2 2013 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold MGV as of Q3 2013.

  • Advocacy Wealth Management Services held 671 shares of Vanguard Mega Cap Value ETF worth $34K as of Q3 2013.
  • Advocacy Wealth Management Services left its Vanguard Mega Cap Value ETF share count unchanged in Q3 2013.
  • Vanguard Mega Cap Value ETF made up 0.09% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #131 holding.
  • Advocacy Wealth Management Services first reported a position in Vanguard Mega Cap Value ETF in Q2 2013 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.