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Edge Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Edge Advisors’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
2018
Q2 		$179K Buy
2,412
+1,224
+103% +$92K 0.02% 331
2018
Q1 		$88K Buy
1,188
+224
+23% +$17.3K 0.01% 429
2017
Q4 		$73K Buy
964
+327
+51% +$24.3K 0.01% 452
2017
Q3 		$45K Buy
+637
New +$44.8K ﹤0.01% 518

Other funds holding MGV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GA
Greytown Advisors Miami, Florida $170M AUM 15.94% 1-Year Est. Return

Edge Advisors's MGV Position: Q2 2018 in Review

Edge Advisors increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 103% in Q2 2018, buying an estimated $92K and bringing the position to 2,412 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #331.

Edge Advisors first reported a position in MGV in Q3 2017 and has held it in 4 quarters since. 125 funds tracked by Wall St. Rank hold MGV as of Q2 2018.

  • Edge Advisors held 2,412 shares of Vanguard Morningstar Mega Cap Value ETF worth $179K as of Q2 2018.
  • Edge Advisors bought 1,224 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2018, an estimated $92K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.02% of Edge Advisors's portfolio in Q2 2018, its #331 holding.
  • Edge Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2017 and has held it in 4 quarters since.
  • 125 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.