MV CAPITAL MANAGEMENT, INC.

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$942M
Signature - Title
Mark E. Underwood - Chief Compliance Officer
Location
Bethesda, MD
Summary
This page shows a list of all the recent 13F filings made by MV CAPITAL MANAGEMENT, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MV CAPITAL MANAGEMENT, INC. reported 1046 stock holdings with total value $942M as of Q3 2024. Top holdings included IVV, IWF, IWD, ABBV, and IVW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 1,046 $942M +$27.3M -$23.2M +$4.09M IVV, IWF, IWD, ABBV, IVW 13F-HR 11/4/2024, 09:30 AM
Q2 2024 1,012 $889M +$25.5M -$7.95M +$17.5M IWF, IVV, IWD, ABBV, IVW 13F-HR 8/1/2024, 10:57 AM
Q1 2024 855 $874M +$71.3M -$42.4M +$28.9M IWF, IVV, IWD, ABBV, ABT 13F-HR 4/18/2024, 02:13 PM
Q4 2023 767 $790M +$21.9M -$43M -$21.1M IWF, IVV, IWD, ABBV, AGG 13F-HR 1/29/2024, 02:54 PM
Q3 2023 668 $749M +$75.8M -$62.6M +$13.2M IWF, IVV, IWD, ABBV, ABT 13F-HR 11/7/2023, 11:25 AM
Q2 2023 677 $754M +$42.5M -$26.4M +$16.1M TFLO, IWF, IVV, IWD, ABBV 13F-HR 8/3/2023, 10:02 AM
Q1 2023 696 $712M +$68.8M -$25.7M +$43.1M TFLO, IWD, IWF, IVV, ABBV 13F-HR 4/26/2023, 11:02 AM
Q4 2022 667 $647M +$96.1M -$67.6M +$28.5M TFLO, IWD, IWF, IVV, ABBV 13F-HR 1/27/2023, 03:23 PM
Q3 2022 673 $580M +$99.1M -$75.1M +$23.9M TFLO, IWD, IWF, IVV, ICSH 13F-HR 10/24/2022, 01:55 PM
Q2 2022 674 $588M +$57.9M -$58M -$169K IWD, IWF, IVV, ABBV, ICSH 13F-HR 7/19/2022, 11:08 AM
Q1 2022 690 $664M +$21.7M -$14.4M +$7.22M IWD, IWF, IVV, STIP, TIP 13F-HR 5/9/2022, 10:48 AM
Q4 2021 688 $687M +$69.2M -$27.1M +$42M IWF, IWD, IVV, STIP, TIP 13F-HR 2/2/2022, 09:21 AM
Q3 2021 714 $605M +$27M -$7.31M +$19.7M IWF, IWD, IVV, STIP, TIP 13F-HR 11/12/2021, 09:41 AM
Q2 2021 679 $589M +$74.2M -$59.3M +$14.9M IWF, IWD, STIP, IVV, TIP 13F-HR 8/3/2021, 09:57 AM
Q1 2021 459 $547M +$103M -$96.9M +$5.78M IWF, TFLO, IWD, USMV, TIP 13F-HR 5/12/2021, 09:08 AM
Q4 2020 298 $527M +$62.4M -$21.4M +$41M TFLO, USMV, ICSH, IWF, IVW 13F-HR 2/8/2021, 03:52 PM
Q3 2020 268 $481M +$46.5M -$5.41M +$41.1M TFLO, ICSH, USMV, IWF, IVW 13F-HR 11/12/2020, 09:36 AM
Q2 2020 275 $425M +$73.1M -$72.7M +$329K TFLO, USMV, ICSH, IWF, IVW 13F-HR 8/4/2020, 01:18 PM
Q1 2020 346 $384M +$32.4M -$44.6M -$12.2M TFLO, USMV, FLOT, ICSH, IWF 13F-HR 4/28/2020, 09:07 AM
Q4 2019 359 $463M +$25.8M -$19.8M +$5.99M FLOT, USMV, TFLO, IWF, IVW 13F-HR 2/5/2020, 10:24 AM
Q3 2019 387 $440M +$16.8M -$13.2M +$3.58M FLOT, USMV, TFLO, IWF, IVW 13F-HR 11/21/2019, 03:17 PM
Q2 2019 354 $433M +$18.3M -$10.7M +$7.6M FLOT, TFLO, USMV, IWF, IVW 13F-HR 8/7/2019, 10:15 AM
Q1 2019 349 $416M +$59M -$32.7M +$26.3M TFLO, FLOT, USMV, IWF, IVW 13F-HR 5/2/2019, 09:51 AM
Q4 2018 321 $357M +$54.9M -$60.8M -$5.87M FLOT, USMV, TFLO, IWF, IVW 13F-HR 2/13/2019, 03:21 PM
Q3 2018 348 $402M +$16.7M -$15.4M +$1.28M FLOT, USMV, IWF, IVW, IVE 13F-HR 11/6/2018, 10:00 AM
Q2 2018 352 $385M +$20M -$17.5M +$2.5M FLOT, USMV, IWF, IVW, IVE Restatement 8/14/2018, 03:17 PM
Q1 2018 353 $378M +$42M -$27.9M +$14.1M FLOT, USMV, IWF, IVW, IEFA 13F-HR 5/9/2018, 10:35 AM
Q4 2017 358 $367M +$10.5M -$12.4M -$1.93M FLOT, USMV, IWF, IVW, IVE 13F-HR 3/5/2018, 03:56 PM
Q3 2017 356 $356M +$14M -$5.24M +$8.72M FLOT, USMV, IWF, IVW, IVE 13F-HR 11/15/2017, 10:00 AM
Q2 2017 357 $339M +$25.3M -$11.6M +$13.7M FLOT, USMV, IWF, IVW, IVE 13F-HR 8/1/2017, 10:10 AM
Q1 2017 354 $318M +$49.7M -$21.7M +$28M FLOT, USMV, IWF, IVW, IVE 13F-HR 5/15/2017, 09:08 AM
Q4 2016 367 $278M +$22.9M -$21.6M +$1.38M USMV, FLOT, IWF, IVW, IWD 13F-HR 2/14/2017, 10:47 AM
Q3 2016 354 $275M +$14.5M -$18.6M -$4.02M USMV, IWF, FLOT, EFAV, IVW 13F-HR 11/15/2016, 02:59 PM
Q2 2016 359 $276M +$27.6M -$4.68M +$23M USMV, FLOT, IWF, EFAV, IVW 13F-HR 8/12/2016, 03:31 PM
Q1 2016 287 $247M +$39M -$49.2M -$10.1M USMV, FLOT, IWF, IVW, EFAV 13F-HR 5/13/2016, 03:31 PM
Q4 2015 302 $254M +$44.6M -$17.6M +$27M FLOT, IWF, IVW, IWD, USMV 13F-HR 2/12/2016, 11:21 AM
Q3 2015 288 $220M +$47.1M -$58.8M -$11.7M FLOT, IWF, IVW, AGG, IVE 13F-HR 11/13/2015, 04:40 PM
Q2 2015 414 $246M +$25.8M -$15.9M +$9.85M FLOT, IWF, IVW, IVE, AGG 13F-HR 8/14/2015, 03:56 PM
Q1 2015 422 $239M +$25.8M -$10.2M +$15.7M FLOT, IWF, IVW, AGG, IWD 13F-HR 5/13/2015, 09:22 AM
Q4 2014 547 $220M $0 $0 FLOT, IWF, IWD, IVW, DVY 13F-HR 3/12/2015, 02:53 PM