AWM
MGV icon

Abound Wealth Management’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Abound 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
2026
Q2 		$11.5K Hold
70
– – ﹤0.01% 451
2026
Q1 		$10.2K Buy
+70
New +$10.4K ﹤0.01% 546

Other funds holding MGV

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Abound Wealth Management's MGV Position: Q2 2026 in Review

Abound Wealth Management held its Vanguard Mega Cap Value ETF (MGV) position steady in Q2 2026 at 70 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Abound Wealth Management first reported a position in MGV in Q1 2026 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Abound Wealth Management held 70 shares of Vanguard Mega Cap Value ETF worth $11.5K as of Q2 2026.
  • Abound Wealth Management left its Vanguard Mega Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Mega Cap Value ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #451 holding.
  • Abound Wealth Management first reported a position in Vanguard Mega Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.