Compass Financial Management LLC Invests $1.20 Million in Vanguard Mega Cap Value ETF $MGV

Compass Financial Management LLC acquired a new stake in Vanguard Mega Cap Value ETF (NYSEARCA:MGV) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 4,395 shares of the company’s stock, valued at approximately $1,204,000.

Several other large investors have also recently added to or reduced their stakes in the business. Tucker Asset Management LLC purchased a new position in Vanguard Mega Cap Value ETF in the 4th quarter valued at approximately $26,000. Ascentis Independent Advisors purchased a new stake in shares of Vanguard Mega Cap Value ETF during the first quarter worth $26,000. Kentucky Trust Co acquired a new stake in shares of Vanguard Mega Cap Value ETF in the second quarter valued at $29,000. Bay Harbor Wealth Management LLC acquired a new stake in shares of Vanguard Mega Cap Value ETF in the fourth quarter valued at $33,000. Finally, Key Financial Inc boosted its holdings in Vanguard Mega Cap Value ETF by 511.1% in the fourth quarter. Key Financial Inc now owns 275 shares of the company’s stock valued at $39,000 after purchasing an additional 230 shares during the period.

Vanguard Mega Cap Value ETF Stock Performance

NYSEARCA:MGV opened at $168.17 on Monday. Vanguard Mega Cap Value ETF has a 12-month low of $133.33 and a 12-month high of $169.84. The firm has a market cap of $13.56 billion, a PE ratio of 18.48 and a beta of 0.72. The stock has a fifty day moving average price of $164.46 and a 200 day moving average price of $156.13.

Vanguard Mega Cap Value ETF Profile

Vanguard Mega Cap Value ETF, formerly Vanguard Mega Cap 300 Value Index ETF, seeks to track the performance of a benchmark index that measures the investment return of the largest-capitalization value stocks in the United States. The Fund employs a passive management or indexing investment approach designed to track the performance of the Morgan Stanley Capital International (MSCI) US Large-Cap Value Index, which represents the value companies of the MSCI US Large-Cap 300 Index. The Fund will invest at least 80% of its assets in the stocks that make up its target Index.