Anchor Pointe Wealth Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Anchor Pointe Wealth Management’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
2024 Q4	$4.79M	Buy	+38,502	New	+$4.97M	6.23%	2

Other funds holding MGV

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Anchor Pointe Wealth Management's MGV Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q4 2024: 38,502 shares worth $4.79M. The stake represents 6.23% of the portfolio and ranks #2 among its holdings.

452 funds tracked by Wall St. Rank hold MGV as of Q4 2024.

Anchor Pointe Wealth Management held 38,502 shares of Vanguard Morningstar Mega Cap Value ETF worth $4.79M as of Q4 2024.
Vanguard Morningstar Mega Cap Value ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
Vanguard Morningstar Mega Cap Value ETF made up 6.23% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #2 holding.
452 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.