ARQ Wealth Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

ARQ Wealth 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	$16.7M	Buy	102,562 +18,635	+22%	+$2.89M	2.07%	10
2026 Q1	$12.2M	Buy	83,927 +681	+0.8%	+$101K	2.19%	8
2025 Q4	$11.8M	Buy	83,246 +1,180	+1%	+$164K	3.17%	5
2025 Q3	$11.4M	Sell	82,066 -4,502	-5%	-$602K	3.36%	3
2025 Q2	$11.2M	Hold	86,568	–	–	3.83%	2
2025 Q1	$11.2M	Sell	86,568 -1,224	-1%	-$158K	4.14%	2
2024 Q4	$11M	Buy	87,792 +7,056	+9%	+$911K	4.17%	2
2024 Q3	$10.3M	Buy	80,736 +1,081	+1%	+$133K	3.89%	4
2024 Q2	$9.46M	Buy	79,655 +2,757	+4%	+$324K	4.09%	4
2024 Q1	$9.19M	Buy	76,898 +12,545	+19%	+$1.42M	3.99%	6
2023 Q4	$7.04M	Buy	+64,353	New	+$6.65M	4.19%	8

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BIA

BHK Investment Advisors Birmingham, Alabama $335M AUM 20.89% 1-Year Est. Return

ARQ Wealth Advisors's MGV Position: Q2 2026 in Review

ARQ Wealth Advisors increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 22% in Q2 2026, buying an estimated $2.89M and bringing the position to 102,562 shares worth $16.7M. The position accounts for 2.07% of the portfolio, ranked #10.

ARQ Wealth Advisors first reported a position in MGV in Q4 2023 and has held it in 11 quarters since. 273 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

ARQ Wealth Advisors held 102,562 shares of Vanguard Morningstar Mega Cap Value ETF worth $16.7M as of Q2 2026.
ARQ Wealth Advisors bought 18,635 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $2.89M.
Vanguard Morningstar Mega Cap Value ETF made up 2.07% of ARQ Wealth Advisors's portfolio in Q2 2026, its #10 holding.
ARQ Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
273 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.