First Command Bank’s Vanguard Mega Cap Value ETF MGV Stock Holding History

First Command Bank’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
2023 Q2	$73.3K	Sell	706 -106	-13%	-$10.8K	0.01%	210
2023 Q1	$82K	Hold	812	–	–	0.01%	195
2022 Q4	$84K	Buy	+812	New	+$81.7K	0.01%	191

Other funds holding MGV

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

First Command Bank's MGV Position: Q2 2023 in Review

First Command Bank reduced its Vanguard Mega Cap Value ETF (MGV) stake by 13% in Q2 2023, selling an estimated $10.8K and leaving 706 shares worth $73.3K. The position accounts for 0.01% of the portfolio, ranked #210.

First Command Bank first reported a position in MGV in Q4 2022 and has held it in 3 quarters since. The position peaked at $84K in Q4 2022. 328 funds tracked by Wall St. Rank hold MGV as of Q2 2023.

First Command Bank held 706 shares of Vanguard Mega Cap Value ETF worth $73.3K as of Q2 2023.
First Command Bank sold 106 Vanguard Mega Cap Value ETF shares in Q2 2023, an estimated $10.8K.
Vanguard Mega Cap Value ETF made up 0.01% of First Command Bank's portfolio in Q2 2023, its #210 holding.
First Command Bank first reported a position in Vanguard Mega Cap Value ETF in Q4 2022 and has held it in 3 quarters since.
First Command Bank's Vanguard Mega Cap Value ETF position peaked at $84K in Q4 2022.
328 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.