FANJ
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Financial Architects (New Jersey)’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Financial Architects (New Jersey)’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 		– Sell
-507
Closed -$38K – 1427
2018
Q1 		$38K Buy
507
+194
+62% +$15K 0.01% 689
2017
Q4 		$24K Buy
+313
New +$23.2K ﹤0.01% 921

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

Financial Architects (New Jersey)'s MGV Position: Q2 2018 in Review

Financial Architects (New Jersey) sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2018, closing a stake of 507 shares — an estimated $38K sold.

Financial Architects (New Jersey) first reported a position in MGV in Q4 2017 and held it in 2 quarters. The position peaked at $38K in Q1 2018. 125 funds tracked by Wall St. Rank hold MGV as of Q2 2018.

  • Financial Architects (New Jersey) reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 507 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2018, an estimated $38K.
  • Financial Architects (New Jersey) first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2017 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Vanguard Morningstar Mega Cap Value ETF position peaked at $38K in Q1 2018.
  • 125 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2018, filed 3 Aug 2018.