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Reby Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Reby 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
2020
Q4 		$31K Buy
+355
New +$29.1K 0.01% 287

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Reby Advisors's MGV Position: Q4 2020 in Review

Reby Advisors opened a new position in Vanguard Mega Cap Value ETF (MGV) in Q4 2020: 355 shares worth $31K. The stake represents 0.01% of the portfolio and ranks #287 among its holdings.

207 funds tracked by Wall St. Rank hold MGV as of Q4 2020.

  • Reby Advisors held 355 shares of Vanguard Mega Cap Value ETF worth $31K as of Q4 2020.
  • Vanguard Mega Cap Value ETF was a new Reby Advisors position in Q4 2020.
  • Vanguard Mega Cap Value ETF made up 0.01% of Reby Advisors's portfolio in Q4 2020, its #287 holding.
  • 207 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.