Antonelli Financial Advisors’s Vanguard Morningstar 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

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

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

Antonelli Financial Advisors sold out of Vanguard Morningstar 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. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

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

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