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Ancora Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Ancora Advisors’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 		$8.94K Buy
55
+1
+2% +$155 ﹤0.01% 1502
2026
Q1 		$7.89K Sell
54
-33
-38% -$4.89K ﹤0.01% 1842
2025
Q4 		$12.3K Buy
+87
New +$12.1K ﹤0.01% 1741

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ancora Advisors's MGV Position: Q2 2026 in Review

Ancora Advisors increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 1.9% in Q2 2026, buying an estimated $155 and bringing the position to 55 shares worth $8.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Ancora Advisors first reported a position in MGV in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.3K in Q4 2025. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Ancora Advisors held 55 shares of Vanguard Morningstar Mega Cap Value ETF worth $8.94K as of Q2 2026.
  • Ancora Advisors bought 1 Vanguard Morningstar Mega Cap Value ETF share in Q2 2026, an estimated $155.
  • Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1502 holding.
  • Ancora Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Ancora Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $12.3K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.