Ameritas Investment Company’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Ameritas Investment Company’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
2021 Q3	$288K	Buy	2,943 +1,051	+56%	+$106K	0.01%	569
2021 Q2	$232K	Sell	1,892 -34,427	-95%	-$3.42M	0.01%	648
2021 Q1	$3.46M	Buy	36,319 +30,991	+582%	+$2.82M	0.3%	79
2020 Q4	$463K	Buy	5,328 +414	+8%	+$34K	0.09%	228
2020 Q3	$360K	Hold	4,914	–	–	0.11%	203
2020 Q2	$360K	Sell	4,914 -266	-5%	-$19.2K	0.1%	209
2020 Q1	$342K	Buy	5,180 +600	+13%	+$48K	0.05%	243
2019 Q4	$399K	Buy	4,580 +1,097	+31%	+$92K	0.08%	216
2019 Q3	$284K	Buy	3,483 +311	+10%	+$25K	0.06%	273
2019 Q2	$255K	Buy	+3,172	New	+$251K	0.12%	171

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameritas Investment Company's MGV Position: Q3 2021 in Review

Ameritas Investment Company increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 56% in Q3 2021, buying an estimated $106K and bringing the position to 2,943 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #569.

Ameritas Investment Company first reported a position in MGV in Q2 2019 and has held it in 10 quarters since. The position peaked at $3.46M in Q1 2021. 234 funds tracked by Wall St. Rank hold MGV as of Q3 2021.

Ameritas Investment Company held 2,943 shares of Vanguard Morningstar Mega Cap Value ETF worth $288K as of Q3 2021.
Ameritas Investment Company bought 1,051 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2021, an estimated $106K.
Vanguard Morningstar Mega Cap Value ETF made up 0.01% of Ameritas Investment Company's portfolio in Q3 2021, its #569 holding.
Ameritas Investment Company first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2019 and has held it in 10 quarters since.
Ameritas Investment Company's Vanguard Morningstar Mega Cap Value ETF position peaked at $3.46M in Q1 2021.
234 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.