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Girard Partners’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Girard Partners’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
Q4 		– Sell
-469
Closed -$37K – 574
2018
Q3 		$37K Buy
+469
New +$36.9K 0.01% 500

Other funds holding MGV

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PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Girard Partners's MGV Position: Q4 2018 in Review

Girard Partners sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q4 2018, closing a stake of 469 shares — an estimated $37K sold.

Girard Partners first reported a position in MGV in Q3 2018 and held it in 1 quarter. The position peaked at $37K in Q3 2018. 143 funds tracked by Wall St. Rank hold MGV as of Q4 2018.

  • Girard Partners reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 469 Vanguard Morningstar Mega Cap Value ETF shares in Q4 2018, an estimated $37K.
  • Girard Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2018 and held it in 1 quarter.
  • Girard Partners's Vanguard Morningstar Mega Cap Value ETF position peaked at $37K in Q3 2018.
  • 143 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.