Anchor Investment Management’s Vanguard Morningstar 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 Q2	–	Sell	-148	Closed	-$21.5K	–	1223
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 $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

Anchor Investment Management's MGV Position: Q2 2026 in Review

Anchor Investment Management sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026, closing a stake of 148 shares — an estimated $21.5K sold.

Anchor Investment Management first reported a position in MGV in Q2 2022 and held it in 10 quarters. The position peaked at $23.9K in Q2 2024. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Anchor Investment Management reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Anchor Investment Management sold 148 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $21.5K.
Anchor Investment Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2022 and held it in 10 quarters.
Anchor Investment Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $23.9K in Q2 2024.
603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.