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

Dechtman 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
2024
Q4 		$27.1M Buy
217,034
+166,103
+326% +$21.4M 5.24% 6
2024
Q3 		$6.53M Buy
+50,931
New +$6.29M 1.34% 11
2024
Q2 		– Sell
-20,856
Closed -$2.49M – 67
2024
Q1 		$2.49M Buy
+20,856
New +$2.36M 0.58% 15

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Dechtman Wealth Management's MGV Position: Q4 2024 in Review

Dechtman Wealth Management increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 326% in Q4 2024, buying an estimated $21.4M and bringing the position to 217,034 shares worth $27.1M. The position accounts for 5.24% of the portfolio, ranked #6.

Dechtman Wealth Management first reported a position in MGV in Q1 2024 and has held it in 3 quarters since. 452 funds tracked by Wall St. Rank hold MGV as of Q4 2024.

  • Dechtman Wealth Management held 217,034 shares of Vanguard Morningstar Mega Cap Value ETF worth $27.1M as of Q4 2024.
  • Dechtman Wealth Management bought 166,103 Vanguard Morningstar Mega Cap Value ETF shares in Q4 2024, an estimated $21.4M.
  • Vanguard Morningstar Mega Cap Value ETF made up 5.24% of Dechtman Wealth Management's portfolio in Q4 2024, its #6 holding.
  • Dechtman Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2024 and has held it in 3 quarters since.
  • 452 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.