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WFG Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

WFG 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
2017
Q2 		$36K Buy
514
+26
+5% +$1.79K 0.01% 785
2017
Q1 		$33K Sell
488
-21
-4% -$1.44K 0.01% 770
2016
Q4 		$34K Sell
509
-71
-12% -$4.58K 0.01% 809
2016
Q3 		$36K Sell
580
-246
-30% -$15.5K 0.01% 784
2016
Q2 		$51K Buy
826
+2
+0.2% +$121 0.01% 682
2016
Q1 		$49K Buy
824
+52
+7% +$2.96K 0.01% 670
2015
Q4 		$46K Buy
772
+76
+11% +$4.49K 0.01% 684
2015
Q3 		$38K Buy
696
+103
+17% +$6.02K 0.01% 724
2015
Q2 		$36K Sell
593
-79
-12% -$4.83K 0.01% 815
2015
Q1 		$40K Buy
672
+2
+0.3% +$120 0.01% 788
2014
Q4 		$41K Buy
670
+253
+61% +$15.1K 0.01% 956
2014
Q3 		$24K Buy
417
+2
+0.5% +$118 ﹤0.01% 1208
2014
Q2 		$24K Buy
415
+3
+0.7% +$171 ﹤0.01% 1197
2014
Q1 		$23K Buy
412
+2
+0.5% +$109 ﹤0.01% 1202
2013
Q4 		$23K Buy
410
+3
+0.7% +$159 ﹤0.01% 1296
2013
Q3 		$20K Buy
407
+2
+0.5% +$102 ﹤0.01% 1282
2013
Q2 		$20K Buy
+405
New +$19.8K ﹤0.01% 1212

Other funds holding MGV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GA
Greytown Advisors Miami, Florida $170M AUM 15.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WFG Advisors's MGV Position: Q2 2017 in Review

WFG Advisors increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 5.3% in Q2 2017, buying an estimated $1.79K and bringing the position to 514 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #785.

WFG Advisors first reported a position in MGV in Q2 2013 and has held it in 17 quarters since. The position peaked at $51K in Q2 2016. 97 funds tracked by Wall St. Rank hold MGV as of Q2 2017.

  • WFG Advisors held 514 shares of Vanguard Morningstar Mega Cap Value ETF worth $36K as of Q2 2017.
  • WFG Advisors bought 26 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2017, an estimated $1.79K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #785 holding.
  • WFG Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $51K in Q2 2016.
  • 97 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.