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

Global Index 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
2014
Q2 		$19K Buy
+326
New +$18.6K 0.12% 19

Other funds holding MGV

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return

Global Index Advisors's MGV Position: Q2 2014 in Review

Global Index Advisors opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2014: 326 shares worth $19K. The stake represents 0.12% of the portfolio and ranks #19 among its holdings.

55 funds tracked by Wall St. Rank hold MGV as of Q2 2014.

  • Global Index Advisors held 326 shares of Vanguard Morningstar Mega Cap Value ETF worth $19K as of Q2 2014.
  • Vanguard Morningstar Mega Cap Value ETF was a new Global Index Advisors position in Q2 2014.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.12% of Global Index Advisors's portfolio in Q2 2014, its #19 holding.
  • 55 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2014.

Based on Global Index Advisors's 13F filing for Q2 2014, filed 13 Aug 2014.