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Walden Wealth Partners’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Walden Wealth Partners’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 		$7.88M Buy
66,481
+1,318
+2% +$155K 4.4% 7
2024
Q1 		$7.62M Buy
65,163
+3,621
+6% +$410K 4.43% 7
2023
Q4 		$6.73M Buy
+61,542
New +$6.36M 4.24% 8

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Walden Wealth Partners's MGV Position: Q2 2024 in Review

Walden Wealth Partners increased its Vanguard Mega Cap Value ETF (MGV) stake by 2% in Q2 2024, buying an estimated $155K and bringing the position to 66,481 shares worth $7.88M. The position accounts for 4.4% of the portfolio, ranked #7.

Walden Wealth Partners first reported a position in MGV in Q4 2023 and has held it in 3 quarters since. 386 funds tracked by Wall St. Rank hold MGV as of Q2 2024.

  • Walden Wealth Partners held 66,481 shares of Vanguard Mega Cap Value ETF worth $7.88M as of Q2 2024.
  • Walden Wealth Partners bought 1,318 Vanguard Mega Cap Value ETF shares in Q2 2024, an estimated $155K.
  • Vanguard Mega Cap Value ETF made up 4.4% of Walden Wealth Partners's portfolio in Q2 2024, its #7 holding.
  • Walden Wealth Partners first reported a position in Vanguard Mega Cap Value ETF in Q4 2023 and has held it in 3 quarters since.
  • 386 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.