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Chilton Capital Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Chilton Capital 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
Q2 		– Sell
-242
Closed -$28.9K – 661
2024
Q1 		$28.9K Hold
242
– – ﹤0.01% 396
2023
Q4 		$26.5K Buy
+242
New +$25K ﹤0.01% 407

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Chilton Capital Management's MGV Position: Q2 2024 in Review

Chilton Capital Management sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2024, closing a stake of 242 shares — an estimated $28.9K sold.

Chilton Capital Management first reported a position in MGV in Q4 2023 and held it in 2 quarters. The position peaked at $28.9K in Q1 2024. 386 funds tracked by Wall St. Rank hold MGV as of Q2 2024.

  • Chilton Capital Management reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Chilton Capital Management sold 242 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2024, an estimated $28.9K.
  • Chilton Capital Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2023 and held it in 2 quarters.
  • Chilton Capital Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $28.9K in Q1 2024.
  • 386 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2024.

Based on Chilton Capital Management's 13F filing for Q2 2024, filed 1 Aug 2024.