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 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 $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

Avid Wealth Partners's MGV Position: Q2 2026 in Review

Avid Wealth Partners reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 19% in Q2 2026, selling an estimated $2.98M and leaving 81,651 shares worth $13.3M. The position accounts for 6.46% of the portfolio, ranked #3.

Avid Wealth Partners first reported a position in MGV in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.6M in Q1 2026. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Avid Wealth Partners held 81,651 shares of Vanguard Morningstar Mega Cap Value ETF worth $13.3M as of Q2 2026.
Avid Wealth Partners sold 19,223 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $2.98M.
Vanguard Morningstar Mega Cap Value ETF made up 6.46% of Avid Wealth Partners's portfolio in Q2 2026, its #3 holding.
Avid Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
Avid Wealth Partners's Vanguard Morningstar Mega Cap Value ETF position peaked at $14.6M in Q1 2026.
603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.