Ameritas Advisory Services’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Ameritas Advisory Services’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	$4.34M	Sell	26,568 -61,515	-70%	-$9.54M	0.09%	221
2026 Q1	$12.8M	Sell	88,083 -1,278	-1%	-$189K	0.5%	52
2025 Q4	$12.6M	Buy	89,361 +86,437	+2,956%	+$12M	0.47%	47
2025 Q3	$403K	Sell	2,924 -7,491	-72%	-$1M	0.03%	456
2025 Q2	$1.37M	Sell	10,415 -5,128	-33%	-$643K	0.07%	277
2025 Q1	$1.99M	Buy	15,543 +236	+2%	+$30.5K	0.08%	236
2024 Q4	$1.91M	Buy	15,307 +2,285	+18%	+$295K	0.07%	270
2024 Q3	$1.67M	Sell	13,022 -1,663	-11%	-$205K	0.07%	266
2024 Q2	$1.74M	Buy	14,685 +2,232	+18%	+$262K	0.07%	282
2024 Q1	$1.47M	Buy	12,453 +5,307	+74%	+$601K	0.06%	293
2023 Q4	$798K	Buy	7,146 +2,611	+58%	+$270K	0.04%	333
2023 Q3	$459K	Buy	4,535 +16	+0.4%	+$1.68K	0.02%	514
2023 Q2	$462K	Sell	4,519 -904	-17%	-$92K	0.06%	312
2023 Q1	$550K	Sell	5,423 -1,648	-23%	-$168K	0.03%	458
2022 Q4	$727K	Buy	7,071 +3,234	+84%	+$325K	0.03%	429
2022 Q3	$345K	Buy	3,837 +412	+12%	+$40.5K	0.02%	542
2022 Q2	$329K	Buy	3,425 +173	+5%	+$17.7K	0.02%	581
2022 Q1	$349K	Buy	3,252 +360	+12%	+$38.2K	0.01%	612
2021 Q4	$309K	Buy	+2,892	New	+$299K	0.01%	637

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

Ameritas Advisory Services's MGV Position: Q2 2026 in Review

Ameritas Advisory Services reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 70% in Q2 2026, selling an estimated $9.54M and leaving 26,568 shares worth $4.34M. The position accounts for 0.09% of the portfolio, ranked #221.

Ameritas Advisory Services first reported a position in MGV in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.8M in Q1 2026. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Ameritas Advisory Services held 26,568 shares of Vanguard Morningstar Mega Cap Value ETF worth $4.34M as of Q2 2026.
Ameritas Advisory Services sold 61,515 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $9.54M.
Vanguard Morningstar Mega Cap Value ETF made up 0.09% of Ameritas Advisory Services's portfolio in Q2 2026, its #221 holding.
Ameritas Advisory Services first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's Vanguard Morningstar Mega Cap Value ETF position peaked at $12.8M in Q1 2026.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.