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Lane & Associates’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Lane & Associates’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
2024
Q4 		– Sell
-1,587
Closed -$204K – 125
2024
Q3 		$204K Sell
1,587
-390
-20% -$48.1K 0.11% 110
2024
Q2 		$234K Buy
1,977
+250
+14% +$29.4K 0.14% 103
2024
Q1 		$206K Buy
+1,727
New +$196K 0.13% 110

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
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

Lane & Associates's MGV Position: Q4 2024 in Review

Lane & Associates sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q4 2024, closing a stake of 1,587 shares — an estimated $204K sold.

Lane & Associates first reported a position in MGV in Q1 2024 and held it in 3 quarters. The position peaked at $234K in Q2 2024. 452 funds tracked by Wall St. Rank hold MGV as of Q4 2024.

  • Lane & Associates reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Lane & Associates sold 1,587 Vanguard Morningstar Mega Cap Value ETF shares in Q4 2024, an estimated $204K.
  • Lane & Associates first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2024 and held it in 3 quarters.
  • Lane & Associates's Vanguard Morningstar Mega Cap Value ETF position peaked at $234K in Q2 2024.
  • 452 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2024.

Based on Lane & Associates's 13F filing for Q4 2024, filed 3 Feb 2025.