Boulder Wealth Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Boulder Wealth 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 Q1	–	Sell	-2,496	Closed	-$352K	–	37
2025 Q4	$352K	Hold	2,496	–	–	0.15%	28
2025 Q3	$344K	Buy	+2,496	New	+$334K	0.16%	22
2025 Q1	$322K	Hold	2,496	–	–	0.19%	19
2024 Q4	$312K	Hold	2,496	–	–	0.16%	23
2024 Q3	$320K	Hold	2,496	–	–	0.17%	21
2024 Q2	$296K	Hold	2,496	–	–	0.17%	20
2024 Q1	$298K	Buy	+2,496	New	+$283K	0.18%	19

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

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

Boulder Wealth Advisors's MGV Position: Q1 2026 in Review

Boulder Wealth Advisors sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2026, closing a stake of 2,496 shares — an estimated $352K sold.

Boulder Wealth Advisors first reported a position in MGV in Q1 2024 and held it in 7 quarters. The position peaked at $352K in Q4 2025. 568 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

Boulder Wealth Advisors reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Boulder Wealth Advisors sold 2,496 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2026, an estimated $352K.
Boulder Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2024 and held it in 7 quarters.
Boulder Wealth Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $352K in Q4 2025.
568 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2026.

Based on Boulder Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.