KCM
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Karp Capital Management’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Karp Capital 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
2022
Q3 		– Sell
-60,319
Closed -$5.8M – 143
2022
Q2 		$5.8M Buy
+60,319
New +$6.18M 1.03% 35

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Karp Capital Management's MGV Position: Q3 2022 in Review

Karp Capital Management sold out of Vanguard Mega Cap Value ETF (MGV) in Q3 2022, closing a stake of 60,319 shares — an estimated $5.8M sold.

Karp Capital Management first reported a position in MGV in Q2 2022 and held it in 1 quarter. The position peaked at $5.8M in Q2 2022. 303 funds tracked by Wall St. Rank hold MGV as of Q3 2022.

  • Karp Capital Management reported no remaining Vanguard Mega Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Karp Capital Management sold 60,319 Vanguard Mega Cap Value ETF shares in Q3 2022, an estimated $5.8M.
  • Karp Capital Management first reported a position in Vanguard Mega Cap Value ETF in Q2 2022 and held it in 1 quarter.
  • Karp Capital Management's Vanguard Mega Cap Value ETF position peaked at $5.8M in Q2 2022.
  • 303 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q3 2022.

Based on Karp Capital Management's 13F filing for Q3 2022, filed 18 Oct 2022.