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

Arkos Global 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
2025 Q4	–	Sell	-3,069	Closed	-$423K	–	152
2025 Q3	$423K	Sell	3,069 -1,100	-26%	-$147K	0.05%	103
2025 Q2	$547K	Sell	4,169 -5,289	-56%	-$663K	0.08%	65
2025 Q1	$1.22M	Sell	9,458 -1,668	-15%	-$216K	0.18%	37
2024 Q4	$1.39M	Sell	11,126 -2,700	-20%	-$348K	0.2%	37
2024 Q3	$1.77M	Hold	13,826	–	–	0.26%	31
2024 Q2	$1.64M	Hold	13,826	–	–	0.27%	30
2024 Q1	$1.65M	Buy	+13,826	New	+$1.57M	0.28%	30
2022 Q2	–	Sell	-2,020	Closed	-$217K	–	97
2022 Q1	$217K	Buy	+2,020	New	+$214K	0.06%	89

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Arkos Global Advisors's MGV Position: Q4 2025 in Review

Arkos Global Advisors sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q4 2025, closing a stake of 3,069 shares — an estimated $423K sold.

Arkos Global Advisors first reported a position in MGV in Q1 2022 and held it in 8 quarters. The position peaked at $1.77M in Q3 2024. 543 funds tracked by Wall St. Rank hold MGV as of Q4 2025.

Arkos Global Advisors reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Arkos Global Advisors sold 3,069 Vanguard Morningstar Mega Cap Value ETF shares in Q4 2025, an estimated $423K.
Arkos Global Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2022 and held it in 8 quarters.
Arkos Global Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $1.77M in Q3 2024.
543 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2025.

Based on Arkos Global Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.