Comprehensive Financial Consultants Institutional’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022 Q1	–	Sell	-16	Closed	-$1K	–	351
2021 Q4	$1K	Buy	+16	New	+$1.66K	﹤0.01%	458

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's MGV Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2022, closing a stake of 16 shares — an estimated $1K sold.

Comprehensive Financial Consultants Institutional first reported a position in MGV in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 294 funds tracked by Wall St. Rank hold MGV as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 16 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2022, an estimated $1K.
Comprehensive Financial Consultants Institutional first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's Vanguard Morningstar Mega Cap Value ETF position peaked at $1K in Q4 2021.
294 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.