VWA
MGV icon

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

V 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 		– Sell
-3,886
Closed -$403K – 263
2023
Q2 		$403K Buy
3,886
+405
+12% +$41.2K 0.07% 226
2023
Q1 		$352K Hold
3,481
– – 0.07% 253
2022
Q4 		$358K Hold
3,481
– – 0.07% 250
2022
Q3 		$313K Buy
3,481
+574
+20% +$56.4K 0.06% 275
2022
Q2 		$280K Buy
2,907
+205
+8% +$21K 0.05% 325
2022
Q1 		$290K Buy
2,702
+27
+1% +$2.86K 0.05% 354
2021
Q4 		$286K Buy
2,675
+21
+0.8% +$2.17K 0.04% 360
2021
Q3 		$260K Buy
+2,654
New +$268K 0.04% 382

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

V Wealth Advisors sold out of Vanguard Mega Cap Value ETF (MGV) in Q3 2023, closing a stake of 3,886 shares — an estimated $403K sold.

V Wealth Advisors first reported a position in MGV in Q3 2021 and held it in 8 quarters. The position peaked at $403K in Q2 2023. 327 funds tracked by Wall St. Rank hold MGV as of Q3 2023.

  • V Wealth Advisors reported no remaining Vanguard Mega Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 3,886 Vanguard Mega Cap Value ETF shares in Q3 2023, an estimated $403K.
  • V Wealth Advisors first reported a position in Vanguard Mega Cap Value ETF in Q3 2021 and held it in 8 quarters.
  • V Wealth Advisors's Vanguard Mega Cap Value ETF position peaked at $403K in Q2 2023.
  • 327 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.