Avid Wealth Partners’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Avid Wealth Partners’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 Q3	$13.3M	Buy	82,531 +880	+1%	+$145K	6.08%	5
2026 Q2	$13.3M	Sell	81,651 -19,223	-19%	-$2.98M	6.46%	3
2026 Q1	$14.6M	Buy	100,874 +5,144	+5%	+$762K	6.91%	3
2025 Q4	$13.5M	Buy	95,730 +2,926	+3%	+$407K	6.6%	3
2025 Q3	$12.8M	Buy	92,804 +5,146	+6%	+$688K	6.39%	6
2025 Q2	$11.6M	Buy	87,658 +19,831	+29%	+$2.49M	6.61%	6
2025 Q1	$8.74M	Buy	+67,827	New	+$8.77M	5.93%	6

Other funds holding MGV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Avid Wealth Partners's MGV Position: Q3 2026 in Review

Avid Wealth Partners increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 1.1% in Q3 2026, buying an estimated $145K and bringing the position to 82,531 shares worth $13.3M. The position accounts for 6.08% of the portfolio, ranked #5.

Avid Wealth Partners first reported a position in MGV in Q1 2025 and has held it in 7 quarters since. The position peaked at $14.6M in Q1 2026. 300 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

Avid Wealth Partners held 82,531 shares of Vanguard Morningstar Mega Cap Value ETF worth $13.3M as of Q3 2026.
Avid Wealth Partners bought 880 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2026, an estimated $145K.
Vanguard Morningstar Mega Cap Value ETF made up 6.08% of Avid Wealth Partners's portfolio in Q3 2026, its #5 holding.
Avid Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2025 and has held it in 7 quarters since.
Avid Wealth Partners's Vanguard Morningstar Mega Cap Value ETF position peaked at $14.6M in Q1 2026.
300 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.