Armis Advisers’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Armis Advisers’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	$24.1M	Buy	146,800 +3,723	+3%	+$578K	2.21%	7
2026 Q1	$22.2M	Buy	143,077 +4,327	+3%	+$641K	2.14%	8
2025 Q4	$20M	Sell	138,750 -16,803	-11%	-$2.34M	2.25%	8
2025 Q3	$21.3M	Buy	+155,553	New	+$20.8M	1.94%	14
2025 Q1	–	Sell	-2,721	Closed	-$340K	–	439
2024 Q4	$340K	Buy	+2,721	New	+$351K	0.04%	242

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

Armis Advisers's MGV Position: Q2 2026 in Review

Armis Advisers increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 2.6% in Q2 2026, buying an estimated $578K and bringing the position to 146,800 shares worth $24.1M. The position accounts for 2.21% of the portfolio, ranked #7.

Armis Advisers first reported a position in MGV in Q4 2024 and has held it in 5 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Armis Advisers held 146,800 shares of Vanguard Morningstar Mega Cap Value ETF worth $24.1M as of Q2 2026.
Armis Advisers bought 3,723 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $578K.
Vanguard Morningstar Mega Cap Value ETF made up 2.21% of Armis Advisers's portfolio in Q2 2026, its #7 holding.
Armis Advisers first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.