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

Ethos Financial 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 		– Sell
-6,898
Closed -$754K – 296
2023
Q4 		$754K Sell
6,898
-734
-10% -$75.8K 0.16% 97
2023
Q3 		$774K Buy
+7,632
New +$800K 0.2% 71

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
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

Ethos Financial Group's MGV Position: Q1 2024 in Review

Ethos Financial Group sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2024, closing a stake of 6,898 shares — an estimated $754K sold.

Ethos Financial Group first reported a position in MGV in Q3 2023 and held it in 2 quarters. The position peaked at $774K in Q3 2023. 382 funds tracked by Wall St. Rank hold MGV as of Q1 2024.

  • Ethos Financial Group reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Ethos Financial Group sold 6,898 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2024, an estimated $754K.
  • Ethos Financial Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2023 and held it in 2 quarters.
  • Ethos Financial Group's Vanguard Morningstar Mega Cap Value ETF position peaked at $774K in Q3 2023.
  • 382 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2024.

Based on Ethos Financial Group's 13F filing for Q1 2024, filed 8 May 2024.