Anchor Investment Management’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Anchor Investment Management’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 Q1	$21.5K	Hold	148	–	–	﹤0.01%	730
2025 Q4	$20.9K	Hold	148	–	–	﹤0.01%	725
2025 Q3	$20.4K	Hold	148	–	–	﹤0.01%	728
2025 Q2	$19.4K	Hold	148	–	–	﹤0.01%	724
2025 Q1	$19.1K	Hold	148	–	–	﹤0.01%	715
2024 Q4	$18.5K	Hold	148	–	–	﹤0.01%	729
2024 Q3	$19K	Sell	148 -54	-27%	-$6.67K	﹤0.01%	706
2024 Q2	$23.9K	Buy	+202	New	+$23.7K	﹤0.01%	622
2022 Q4	–	Sell	-222	Closed	-$20K	–	967
2022 Q3	$20K	Hold	222	–	–	﹤0.01%	632
2022 Q2	$21.4K	Buy	+222	New	+$22.7K	﹤0.01%	640

Other funds holding MGV

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Anchor Investment Management's MGV Position: Q1 2026 in Review

Anchor Investment Management held its Vanguard Mega Cap Value ETF (MGV) position steady in Q1 2026 at 148 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Anchor Investment Management first reported a position in MGV in Q2 2022 and has held it in 10 quarters since. The position peaked at $23.9K in Q2 2024. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

Anchor Investment Management held 148 shares of Vanguard Mega Cap Value ETF worth $21.5K as of Q1 2026.
Anchor Investment Management left its Vanguard Mega Cap Value ETF share count unchanged in Q1 2026.
Vanguard Mega Cap Value ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #730 holding.
Anchor Investment Management first reported a position in Vanguard Mega Cap Value ETF in Q2 2022 and has held it in 10 quarters since.
Anchor Investment Management's Vanguard Mega Cap Value ETF position peaked at $23.9K in Q2 2024.
567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.