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

Accurate 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	$848K	Buy	5,184 +309	+6%	+$47.9K	0.08%	245
2026 Q1	$725K	Buy	4,875 +124	+3%	+$18.4K	0.09%	242
2025 Q4	$691K	Sell	4,751 -48	-1%	-$6.67K	0.09%	238
2025 Q3	$660K	Buy	+4,799	New	+$642K	0.09%	243
2023 Q1	–	Sell	-1,860	Closed	-$194K	–	942
2022 Q4	$194K	Sell	1,860 -4,859	-72%	-$489K	0.07%	213
2022 Q3	$769K	Buy	+6,719	New	+$660K	0.32%	65

Other funds holding MGV

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Accurate Wealth Management increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 6.3% in Q2 2026, buying an estimated $47.9K and bringing the position to 5,184 shares worth $848K. The position accounts for 0.08% of the portfolio, ranked #245.

Accurate Wealth Management first reported a position in MGV in Q3 2022 and has held it in 6 quarters since. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Accurate Wealth Management held 5,184 shares of Vanguard Morningstar Mega Cap Value ETF worth $848K as of Q2 2026.
Accurate Wealth Management bought 309 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $47.9K.
Vanguard Morningstar Mega Cap Value ETF made up 0.08% of Accurate Wealth Management's portfolio in Q2 2026, its #245 holding.
Accurate Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2022 and has held it in 6 quarters since.
603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.