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Antonelli Financial Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Antonelli Financial 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 		– Sell
-2,090
Closed -$303K – 55
2026
Q1 		$303K Sell
2,090
-9
-0.4% -$1.33K 0.21% 45
2025
Q4 		$296K Sell
2,099
-121
-5% -$16.8K 0.19% 40
2025
Q3 		$306K Sell
2,220
-856
-28% -$115K 0.21% 38
2025
Q2 		$404K Buy
+3,076
New +$386K 0.29% 32

Other funds holding MGV

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Antonelli Financial Advisors's MGV Position: Q2 2026 in Review

Antonelli Financial Advisors sold out of Vanguard Mega Cap Value ETF (MGV) in Q2 2026, closing a stake of 2,090 shares — an estimated $303K sold.

Antonelli Financial Advisors first reported a position in MGV in Q2 2025 and held it in 4 quarters. The position peaked at $404K in Q2 2025. 133 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Antonelli Financial Advisors reported no remaining Vanguard Mega Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Antonelli Financial Advisors sold 2,090 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $303K.
  • Antonelli Financial Advisors first reported a position in Vanguard Mega Cap Value ETF in Q2 2025 and held it in 4 quarters.
  • Antonelli Financial Advisors's Vanguard Mega Cap Value ETF position peaked at $404K in Q2 2025.
  • 133 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on Antonelli Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.