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

Amara 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
2026 Q2	$13M	Buy	79,304 +6,791	+9%	+$1.05M	7.76%	4
2026 Q1	$10.5M	Buy	72,513 +15,297	+27%	+$2.27M	7.25%	4
2025 Q4	$8.08M	Buy	57,216 +4,520	+9%	+$628K	5.59%	4
2025 Q3	$7.26M	Buy	52,696 +5,677	+12%	+$759K	5.35%	6
2025 Q2	$6.17M	Buy	47,019 +1,457	+3%	+$183K	5.43%	6
2025 Q1	$5.87M	Buy	45,562 +1,669	+4%	+$216K	5.42%	5
2024 Q4	$5.48M	Sell	43,893 -3,086	-7%	-$398K	5.06%	6
2024 Q3	$6.03M	Buy	+46,979	New	+$5.8M	5.77%	5

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

Amara Financial's MGV Position: Q2 2026 in Review

Amara Financial increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 9.4% in Q2 2026, buying an estimated $1.05M and bringing the position to 79,304 shares worth $13M. The position accounts for 7.76% of the portfolio, ranked #4.

Amara Financial first reported a position in MGV in Q3 2024 and has held it in 8 quarters since. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Amara Financial held 79,304 shares of Vanguard Morningstar Mega Cap Value ETF worth $13M as of Q2 2026.
Amara Financial bought 6,791 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $1.05M.
Vanguard Morningstar Mega Cap Value ETF made up 7.76% of Amara Financial's portfolio in Q2 2026, its #4 holding.
Amara Financial first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Amara Financial's 13F filing for Q2 2026, filed 7 Aug 2026.