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

Ropes 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 Q3	$262K	Buy	+2,581	New	+$271K	0.05%	227

Other funds holding MGV

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ropes Wealth Advisors's MGV Position: Q3 2023 in Review

Ropes Wealth Advisors opened a new position in Vanguard Mega Cap Value ETF (MGV) in Q3 2023: 2,581 shares worth $262K. The stake represents 0.05% of the portfolio and ranks #227 among its holdings.

327 funds tracked by Wall St. Rank hold MGV as of Q3 2023.

Ropes Wealth Advisors held 2,581 shares of Vanguard Mega Cap Value ETF worth $262K as of Q3 2023.
Vanguard Mega Cap Value ETF was a new Ropes Wealth Advisors position in Q3 2023.
Vanguard Mega Cap Value ETF made up 0.05% of Ropes Wealth Advisors's portfolio in Q3 2023, its #227 holding.
327 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.