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Moss Adams Wealth Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Moss Adams Wealth 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
2023
Q1 		– Sell
-44,556
Closed -$4.58M – 199
2022
Q4 		$4.58M Buy
+44,556
New +$4.48M 2.29% 9

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Moss Adams Wealth Advisors's MGV Position: Q1 2023 in Review

Moss Adams Wealth Advisors sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2023, closing a stake of 44,556 shares — an estimated $4.58M sold.

Moss Adams Wealth Advisors first reported a position in MGV in Q4 2022 and held it in 1 quarter. The position peaked at $4.58M in Q4 2022. 333 funds tracked by Wall St. Rank hold MGV as of Q1 2023.

  • Moss Adams Wealth Advisors reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 44,556 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2023, an estimated $4.58M.
  • Moss Adams Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2022 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $4.58M in Q4 2022.
  • 333 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2023, filed 20 Dec 2023.