• 13F History

MV CAPITAL MANAGEMENT, INC.

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$932M
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 1061 stock holdings with total value $932M as of Q1 2025. Top holdings included IWD, IWF, IVV, ABBV, and ABT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 1,061 $932M +$48.8M -$45.4M +$3.48M IWD, IWF, IVV, ABBV, ABT 13F-HR 4/15/2025, 11:49 AM
Q4 2024 1,031 $936M +$43.6M -$48.2M -$4.63M IVV, IWF, IWD, ABBV, IVW 13F-HR 2/12/2025, 11:37 AM
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 683 $749M +$75.8M -$62.6M +$13.2M IWF, IVV, IWD, ABBV, ABT 13F-HR 11/7/2023, 11:25 AM
Q2 2023 676 $754M +$42.5M -$25.7M +$16.8M TFLO, IWF, IVV, IWD, ABBV 13F-HR 8/3/2023, 10:02 AM
Q1 2023 695 $712M +$68.8M -$25.5M +$43.3M TFLO, IWD, IWF, IVV, ABBV 13F-HR 4/26/2023, 11:02 AM
Q4 2022 668 $647M +$96.2M -$53.4M +$42.8M TFLO, IWD, IWF, IVV, ABBV 13F-HR 1/27/2023, 02:23 PM
Q3 2022 651 $580M +$99.2M -$37.1M +$62.1M TFLO, IWD, IWF, IVV, ICSH 13F-HR 10/24/2022, 01:55 PM
Q2 2022 646 $588M +$57.9M -$49.6M +$8.29M IWD, IWF, IVV, ABBV, ICSH 13F-HR 7/19/2022, 11:08 AM
Q1 2022 674 $664M +$21.7M -$14M +$7.71M IWD, IWF, IVV, STIP, TIP 13F-HR 5/9/2022, 10:48 AM
Q4 2021 671 $687M +$69.2M -$12.8M +$56.5M IWF, IWD, IVV, STIP, TIP 13F-HR 2/2/2022, 08:21 AM
Q3 2021 698 $605M +$27M -$7.31M +$19.7M IWF, IWD, IVV, STIP, TIP 13F-HR 11/12/2021, 09:41 AM
Q2 2021 666 $589M +$74.2M -$59.3M +$14.9M IWF, IWD, STIP, IVV, TIP 13F-HR 8/3/2021, 09:57 AM
Q1 2021 388 $547M +$103M -$96.9M +$5.82M IWF, TFLO, IWD, USMV, TIP 13F-HR 5/12/2021, 09:08 AM
Q4 2020 293 $527M +$62.4M -$6.09M +$56.3M TFLO, USMV, ICSH, IWF, IVW 13F-HR 2/8/2021, 02:52 PM
Q3 2020 263 $481M +$46.5M -$4.37M +$42.1M TFLO, ICSH, USMV, IWF, IVW 13F-HR 11/12/2020, 08:36 AM
Q2 2020 266 $425M +$73.1M -$46.2M +$26.9M TFLO, USMV, ICSH, IWF, IVW 13F-HR 8/4/2020, 01:18 PM
Q1 2020 321 $384M +$32.4M -$43.6M -$11.2M TFLO, USMV, FLOT, ICSH, IWF 13F-HR 4/28/2020, 09:07 AM
Q4 2019 344 $463M +$25.8M -$5.07M +$20.7M FLOT, USMV, TFLO, IWF, IVW 13F-HR 2/5/2020, 09:24 AM
Q3 2019 366 $440M +$16.9M -$12.8M +$4.02M FLOT, USMV, TFLO, IWF, IVW 13F-HR 11/21/2019, 02:17 PM
Q2 2019 342 $433M +$18.3M -$10.5M +$7.86M FLOT, TFLO, USMV, IWF, IVW 13F-HR 8/7/2019, 10:15 AM
Q1 2019 340 $416M +$59M -$30.3M +$28.8M TFLO, FLOT, USMV, IWF, IVW 13F-HR 5/2/2019, 09:51 AM
Q4 2018 315 $357M +$54.9M -$51.9M +$3.04M FLOT, USMV, TFLO, IWF, IVW 13F-HR 2/13/2019, 02:21 PM
Q3 2018 345 $402M +$16.7M -$13.6M +$3.07M FLOT, USMV, IWF, IVW, IVE 13F-HR 11/6/2018, 09:00 AM
Q2 2018 349 $385M +$20M -$12.1M +$7.83M FLOT, USMV, IWF, IVW, IVE Restatement 8/14/2018, 03:17 PM
Q1 2018 352 $378M +$42M -$26.6M +$15.4M FLOT, USMV, IWF, IVW, IEFA 13F-HR 5/9/2018, 10:35 AM
Q4 2017 356 $367M +$10.5M -$6.94M +$3.53M FLOT, USMV, IWF, IVW, IVE 13F-HR 3/5/2018, 02:56 PM
Q3 2017 351 $356M +$14M -$4.79M +$9.17M FLOT, USMV, IWF, IVW, IVE 13F-HR 11/15/2017, 09:00 AM
Q2 2017 353 $339M +$25.3M -$7.13M +$18.2M FLOT, USMV, IWF, IVW, IVE 13F-HR 8/1/2017, 10:10 AM
Q1 2017 348 $318M +$49.7M -$21.5M +$28.2M FLOT, USMV, IWF, IVW, IVE 13F-HR 5/15/2017, 09:08 AM
Q4 2016 354 $278M +$23M -$21.2M +$1.72M USMV, FLOT, IWF, IVW, IWD 13F-HR 2/14/2017, 09:47 AM
Q3 2016 338 $275M +$14.6M -$18M -$3.47M USMV, IWF, FLOT, EFAV, IVW 13F-HR 11/15/2016, 01:59 PM
Q2 2016 342 $276M +$27.6M -$3.71M +$23.9M USMV, FLOT, IWF, EFAV, IVW 13F-HR 8/12/2016, 03:31 PM
Q1 2016 282 $247M +$39M -$46.4M -$7.37M USMV, FLOT, IWF, IVW, EFAV 13F-HR 5/13/2016, 03:31 PM
Q4 2015 298 $254M +$44.6M -$16.2M +$28.4M FLOT, IWF, IVW, IWD, USMV 13F-HR 2/12/2016, 10:21 AM
Q3 2015 286 $220M +$47.1M -$26.1M +$20.9M FLOT, IWF, IVW, AGG, IVE 13F-HR 11/13/2015, 03:40 PM
Q2 2015 402 $246M +$25.8M -$15M +$10.8M FLOT, IWF, IVW, IVE, AGG 13F-HR 8/14/2015, 03:56 PM
Q1 2015 399 $239M +$25.8M -$8.99M +$16.8M FLOT, IWF, IVW, AGG, IWD 13F-HR 5/13/2015, 09:22 AM
Q4 2014 524 $220M FLOT, IWF, IWD, IVW, DVY 13F-HR 3/12/2015, 02:53 PM