Action Point Financial Planning’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Action Point Financial Planning’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	$169K	Buy	+1,036	New	+$161K	0.02%	474

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

Action Point Financial Planning's MGV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026: 1,036 shares worth $169K. The stake represents 0.02% of the portfolio and ranks #474 among its holdings.

600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Action Point Financial Planning held 1,036 shares of Vanguard Morningstar Mega Cap Value ETF worth $169K as of Q2 2026.
Vanguard Morningstar Mega Cap Value ETF was a new Action Point Financial Planning position in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #474 holding.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.