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

Birchcreek 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
2021
Q1 		– Sell
-14,979
Closed -$1.3M – 220
2020
Q4 		$1.3M Buy
+14,979
New +$1.23M 1.28% 18

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Birchcreek Wealth Management's MGV Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2021, closing a stake of 14,979 shares — an estimated $1.3M sold.

Birchcreek Wealth Management first reported a position in MGV in Q4 2020 and held it in 1 quarter. The position peaked at $1.3M in Q4 2020. 227 funds tracked by Wall St. Rank hold MGV as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 14,979 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2021, an estimated $1.3M.
  • Birchcreek Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $1.3M in Q4 2020.
  • 227 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.