AF
MGV icon

Advisornet Financial’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Advisornet Financial’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
Q2 		– Sell
-311
Closed -$40.1K – 2331
2025
Q1 		$40.1K Buy
311
+2
+0.6% +$259 ﹤0.01% 997
2024
Q4 		$38.6K Buy
309
+2
+0.7% +$258 ﹤0.01% 956
2024
Q3 		$39.4K Buy
307
+3
+1% +$370 ﹤0.01% 977
2024
Q2 		$36K Hold
304
– – ﹤0.01% 925
2024
Q1 		$36.3K Buy
304
+2
+0.7% +$227 ﹤0.01% 901
2023
Q4 		$33K Buy
302
+2
+0.7% +$207 ﹤0.01% 939
2023
Q3 		$30.4K Buy
+300
New +$31.5K ﹤0.01% 917
2022
Q2 		– Sell
-54
Closed -$6K – 2048
2022
Q1 		$6K Hold
54
– – ﹤0.01% 1577
2021
Q4 		$6K Buy
+54
New +$5.58K ﹤0.01% 1613

Other funds holding MGV

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return