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Armis Advisers’s Vanguard 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

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
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
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Armis Advisers's MGV Position: Q2 2026 in Review

Armis Advisers increased its Vanguard 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. 91 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Armis Advisers held 146,800 shares of Vanguard Mega Cap Value ETF worth $24.1M as of Q2 2026.
  • Armis Advisers bought 3,723 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $578K.
  • Vanguard 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 Mega Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
  • 91 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

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