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Seaview Investment Managers’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Seaview Investment Managers’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
Q2 		– Sell
-31,576
Closed -$3.19M – 110
2023
Q1 		$3.19M Buy
31,576
+2,437
+8% +$249K 1.1% 34
2022
Q4 		$3M Buy
+29,139
New +$2.93M 1.2% 34

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

Seaview Investment Managers's MGV Position: Q2 2023 in Review

Seaview Investment Managers sold out of Vanguard Mega Cap Value ETF (MGV) in Q2 2023, closing a stake of 31,576 shares — an estimated $3.19M sold.

Seaview Investment Managers first reported a position in MGV in Q4 2022 and held it in 2 quarters. The position peaked at $3.19M in Q1 2023. 328 funds tracked by Wall St. Rank hold MGV as of Q2 2023.

  • Seaview Investment Managers reported no remaining Vanguard Mega Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Seaview Investment Managers sold 31,576 Vanguard Mega Cap Value ETF shares in Q2 2023, an estimated $3.19M.
  • Seaview Investment Managers first reported a position in Vanguard Mega Cap Value ETF in Q4 2022 and held it in 2 quarters.
  • Seaview Investment Managers's Vanguard Mega Cap Value ETF position peaked at $3.19M in Q1 2023.
  • 328 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2023.

Based on Seaview Investment Managers's 13F filing for Q2 2023, filed 10 Aug 2023.