H&H Retirement Design & Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

H&H Retirement Design & Management’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 Q1	–	Sell	-5,644	Closed	-$595K	–	81
2022 Q4	$595K	Buy	5,644 +5	+0.1%	+$503	0.5%	35
2022 Q3	$520K	Sell	5,639 -366	-6%	-$35.9K	0.49%	36
2022 Q2	$602K	Buy	+6,005	New	+$615K	0.44%	40

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

H&H Retirement Design & Management's MGV Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2023, closing a stake of 5,644 shares — an estimated $595K sold.

H&H Retirement Design & Management first reported a position in MGV in Q2 2022 and held it in 3 quarters. The position peaked at $602K in Q2 2022. 333 funds tracked by Wall St. Rank hold MGV as of Q1 2023.

H&H Retirement Design & Management reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 5,644 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2023, an estimated $595K.
H&H Retirement Design & Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2022 and held it in 3 quarters.
H&H Retirement Design & Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $602K in Q2 2022.
333 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.