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Oak Point Wealth Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Oak Point Wealth 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
2018
Q1 		$1K Hold
17
– – ﹤0.01% 200
2017
Q4 		$1K Buy
+17
New +$1.26K ﹤0.01% 207

Other funds holding MGV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GA
Greytown Advisors Miami, Florida $170M AUM 15.94% 1-Year Est. Return

Oak Point Wealth Management's MGV Position: Q1 2018 in Review

Oak Point Wealth Management held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q1 2018 at 17 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Oak Point Wealth Management first reported a position in MGV in Q4 2017 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold MGV as of Q1 2018.

  • Oak Point Wealth Management held 17 shares of Vanguard Morningstar Mega Cap Value ETF worth $1K as of Q1 2018.
  • Oak Point Wealth Management left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q1 2018.
  • Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #200 holding.
  • Oak Point Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2017 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.