AWM
MGV icon

Accurate Wealth Management’s Vanguard 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

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

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

Accurate Wealth Management increased its Vanguard 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. 132 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Accurate Wealth Management held 5,184 shares of Vanguard Mega Cap Value ETF worth $848K as of Q2 2026.
  • Accurate Wealth Management bought 309 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $47.9K.
  • Vanguard 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 Mega Cap Value ETF in Q3 2022 and has held it in 6 quarters since.
  • 132 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

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