Better Money Decisions’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Better Money Decisions’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 Q2	$477K	Buy	+3,636	New	+$456K	0.29%	49

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Better Money Decisions's MGV Position: Q2 2025 in Review

Better Money Decisions opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2025: 3,636 shares worth $477K. The stake represents 0.29% of the portfolio and ranks #49 among its holdings.

495 funds tracked by Wall St. Rank hold MGV as of Q2 2025.

Better Money Decisions held 3,636 shares of Vanguard Morningstar Mega Cap Value ETF worth $477K as of Q2 2025.
Vanguard Morningstar Mega Cap Value ETF was a new Better Money Decisions position in Q2 2025.
Vanguard Morningstar Mega Cap Value ETF made up 0.29% of Better Money Decisions's portfolio in Q2 2025, its #49 holding.
495 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.