Angeles Wealth Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Angeles Wealth 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	$58K	Hold	355	–	–	﹤0.01%	560
2026 Q1	$51.5K	Hold	355	–	–	﹤0.01%	469
2025 Q4	$50.1K	Hold	355	–	–	﹤0.01%	421
2025 Q3	$48.9K	Hold	355	–	–	﹤0.01%	374
2025 Q2	$46.6K	Hold	355	–	–	﹤0.01%	381
2025 Q1	$45.7K	Hold	355	–	–	﹤0.01%	334
2024 Q4	$44.3K	Hold	355	–	–	﹤0.01%	341
2024 Q3	$45.5K	Buy	+355	New	+$43.8K	﹤0.01%	298

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

Angeles Wealth Management's MGV Position: Q2 2026 in Review

Angeles Wealth Management held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 355 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Angeles Wealth Management first reported a position in MGV in Q3 2024 and has held it in 8 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Angeles Wealth Management held 355 shares of Vanguard Morningstar Mega Cap Value ETF worth $58K as of Q2 2026.
Angeles Wealth Management left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #560 holding.
Angeles Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.