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Beaird Harris Wealth Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Beaird Harris Wealth Management’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
-1,000
Closed -$131K – 752
2025
Q2 		$131K Buy
+1,000
New +$125K 0.01% 158
2024
Q2 		– Sell
-10
Closed -$1.2K – 771
2024
Q1 		$1.2K Buy
+10
New +$1.13K ﹤0.01% 531

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beaird Harris Wealth Management's MGV Position: Q3 2025 in Review

Beaird Harris Wealth Management sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q3 2025, closing a stake of 1,000 shares — an estimated $131K sold.

Beaird Harris Wealth Management first reported a position in MGV in Q1 2024 and held it in 2 quarters. The position peaked at $131K in Q2 2025. 507 funds tracked by Wall St. Rank hold MGV as of Q3 2025.

  • Beaird Harris Wealth Management reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 1,000 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2025, an estimated $131K.
  • Beaird Harris Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2024 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $131K in Q2 2025.
  • 507 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.