Cutler Group’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Cutler Group’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 Q1	$2K	Sell	200 -14,700	-99%	-$1.67M	﹤0.01%	1866
2023 Q4	$9K	Buy	+14,900	New	+$1.54M	﹤0.01%	2462
2023 Q3	–	Sell	-100	Closed	-$1K	–	4118
2023 Q2	$1K	Buy	+100	New	+$10.2K	﹤0.01%	3342
2022 Q2	–	Sell	-1,300	Closed	-$3K	–	5398
2022 Q1	$3K	Buy	+1,300	New	+$138K	﹤0.01%	4484
2021 Q2	–	Sell	-400	Closed	-$2K	–	6085
2021 Q1	$2K	Buy	400 +100	+33%	+$9.1K	﹤0.01%	4958
2020 Q4	$3K	Buy	+300	New	+$24.6K	﹤0.01%	3983

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 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

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

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

Cutler Group's MGV Position: Q3 2022 in Review

Cutler Group sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q3 2022, closing a stake of 300 shares — an estimated $28K sold.

Cutler Group first reported a position in MGV in Q4 2016 and held it in 5 quarters. The position peaked at $161K in Q4 2016. 304 funds tracked by Wall St. Rank hold MGV as of Q3 2022.

Cutler Group reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q3 2022 after selling out during the quarter.
Cutler Group sold 300 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2022, an estimated $28K.
Cutler Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2016 and held it in 5 quarters.
Cutler Group's Vanguard Morningstar Mega Cap Value ETF position peaked at $161K in Q4 2016.
304 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2022.

Based on Cutler Group's 13F filing for Q3 2022, filed 25 Oct 2022.