Coppell Advisory Solutions’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-329	Closed	-$41K	–	1242
2024 Q4	$41K	Buy	329 +250	+316%	+$32.3K	0.01%	646
2024 Q3	$10.1K	Hold	79	–	–	﹤0.01%	1080
2024 Q2	$9.36K	Buy	+79	New	+$9.29K	﹤0.01%	1029
2023 Q4	–	Sell	-920	Closed	-$94.6K	–	1825
2023 Q3	$94.6K	Buy	+920	New	+$96.5K	0.03%	223
2023 Q1	–	Sell	-920	Closed	-$94.6K	–	718
2022 Q4	$94.6K	Buy	+920	New	+$92.5K	0.03%	225

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Coppell Advisory Solutions's MGV Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2025, closing a stake of 329 shares — an estimated $41K sold.

Coppell Advisory Solutions first reported a position in MGV in Q4 2022 and held it in 5 quarters. The position peaked at $94.6K in Q3 2023. 470 funds tracked by Wall St. Rank hold MGV as of Q1 2025.

Coppell Advisory Solutions reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 329 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2025, an estimated $41K.
Coppell Advisory Solutions first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2022 and held it in 5 quarters.
Coppell Advisory Solutions's Vanguard Morningstar Mega Cap Value ETF position peaked at $94.6K in Q3 2023.
470 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.