Nalls Sherbakoff Group’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Nalls Sherbakoff Group’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
2018 Q4	$23K	Buy	+328	New	+$25K	0.04%	202

Other funds holding MGV

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Nalls Sherbakoff Group's MGV Position: Q4 2018 in Review

Nalls Sherbakoff Group opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q4 2018: 328 shares worth $23K. The stake represents 0.04% of the portfolio and ranks #202 among its holdings.

143 funds tracked by Wall St. Rank hold MGV as of Q4 2018.

Nalls Sherbakoff Group held 328 shares of Vanguard Morningstar Mega Cap Value ETF worth $23K as of Q4 2018.
Vanguard Morningstar Mega Cap Value ETF was a new Nalls Sherbakoff Group position in Q4 2018.
Vanguard Morningstar Mega Cap Value ETF made up 0.04% of Nalls Sherbakoff Group's portfolio in Q4 2018, its #202 holding.
143 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2018.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2018, filed 13 Feb 2019.