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Atomi Financial Group’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Atomi Financial Group’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
Q3 		– Sell
-6,073
Closed -$797K – 1217
2025
Q2 		$797K Buy
+6,073
New +$762K 0.03% 414

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Atomi Financial Group's MGV Position: Q3 2025 in Review

Atomi Financial Group sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q3 2025, closing a stake of 6,073 shares — an estimated $797K sold.

Atomi Financial Group first reported a position in MGV in Q2 2025 and held it in 1 quarter. The position peaked at $797K in Q2 2025. 507 funds tracked by Wall St. Rank hold MGV as of Q3 2025.

  • Atomi Financial Group reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Atomi Financial Group sold 6,073 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2025, an estimated $797K.
  • Atomi Financial Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2025 and held it in 1 quarter.
  • Atomi Financial Group's Vanguard Morningstar Mega Cap Value ETF position peaked at $797K in Q2 2025.
  • 507 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2025.

Based on Atomi Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.