Superior Planning, LLC’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Superior Planning, LLC’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
2026 Q3	$81.5K	Buy	+506	New	+$83.6K	0.03%	268

Other funds holding MGV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Superior Planning, LLC's MGV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q3 2026: 506 shares worth $81.5K. The stake represents 0.03% of the portfolio and ranks #268 among its holdings.

464 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

Superior Planning, LLC held 506 shares of Vanguard Morningstar Mega Cap Value ETF worth $81.5K as of Q3 2026.
Vanguard Morningstar Mega Cap Value ETF was a new Superior Planning, LLC position in Q3 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #268 holding.
464 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.