Abich Financial Wealth Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Abich Financial Wealth Management’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
2025 Q3	$2.75K	Buy	+20	New	+$2.67K	﹤0.01%	549

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Abich Financial Wealth Management's MGV Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q3 2025: 20 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #549 among its holdings.

507 funds tracked by Wall St. Rank hold MGV as of Q3 2025.

Abich Financial Wealth Management held 20 shares of Vanguard Morningstar Mega Cap Value ETF worth $2.75K as of Q3 2025.
Vanguard Morningstar Mega Cap Value ETF was a new Abich Financial Wealth Management position in Q3 2025.
Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #549 holding.
507 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.