Advisornet Financial’s Vanguard Morningstar 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	–	2044
2022 Q1	$6K	Hold	54	–	–	﹤0.01%	1577
2021 Q4	$6K	Buy	+54	New	+$5.58K	﹤0.01%	1613

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Advisornet Financial's MGV Position: Q2 2025 in Review

Advisornet Financial sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2025, closing a stake of 311 shares — an estimated $40.1K sold.

Advisornet Financial first reported a position in MGV in Q4 2021 and held it in 9 quarters. The position peaked at $40.1K in Q1 2025. 495 funds tracked by Wall St. Rank hold MGV as of Q2 2025.

Advisornet Financial reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Advisornet Financial sold 311 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2025, an estimated $40.1K.
Advisornet Financial first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2021 and held it in 9 quarters.
Advisornet Financial's Vanguard Morningstar Mega Cap Value ETF position peaked at $40.1K in Q1 2025.
495 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2025.

Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.