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Salomon & Ludwin’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Salomon & Ludwin’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
2024
Q2 		– Sell
-45
Closed -$5.38K – 793
2024
Q1 		$5.38K Sell
45
-304
-87% -$34.4K ﹤0.01% 623
2023
Q4 		$35.4K Hold
349
– – ﹤0.01% 348
2023
Q3 		$35.4K Buy
+349
New +$36.6K ﹤0.01% 348

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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Salomon & Ludwin's MGV Position: Q2 2024 in Review

Salomon & Ludwin sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2024, closing a stake of 45 shares — an estimated $5.38K sold.

Salomon & Ludwin first reported a position in MGV in Q3 2023 and held it in 3 quarters. The position peaked at $35.4K in Q4 2023. 386 funds tracked by Wall St. Rank hold MGV as of Q2 2024.

  • Salomon & Ludwin reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 45 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2024, an estimated $5.38K.
  • Salomon & Ludwin first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2023 and held it in 3 quarters.
  • Salomon & Ludwin's Vanguard Morningstar Mega Cap Value ETF position peaked at $35.4K in Q4 2023.
  • 386 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.