Bay Capital Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Bay Capital 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	$572K	Hold	3,500	–	–	0.31%	60
2026 Q1	$507K	Hold	3,500	–	–	0.31%	61
2025 Q4	$494K	Hold	3,500	–	–	0.3%	67
2025 Q3	$482K	Hold	3,500	–	–	0.31%	64
2025 Q2	$459K	Hold	3,500	–	–	0.35%	65
2025 Q1	$451K	Hold	3,500	–	–	0.38%	61
2024 Q4	$437K	Buy	+3,500	New	+$452K	0.35%	71

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

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

AWM

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

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 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

Bay Capital Advisors's MGV Position: Q2 2026 in Review

Bay Capital Advisors held its Vanguard Mega Cap Value ETF (MGV) position steady in Q2 2026 at 3,500 shares worth $572K. The position accounts for 0.31% of the portfolio, ranked #60.

Bay Capital Advisors first reported a position in MGV in Q4 2024 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Bay Capital Advisors held 3,500 shares of Vanguard Mega Cap Value ETF worth $572K as of Q2 2026.
Bay Capital Advisors left its Vanguard Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Mega Cap Value ETF made up 0.31% of Bay Capital Advisors's portfolio in Q2 2026, its #60 holding.
Bay Capital Advisors first reported a position in Vanguard Mega Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
133 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.